North Oak Recruitment jobs

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: - Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing - Managing your own workflow whilst using your initiative to meet agreed service levels - You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. - Excellent organisational and communication skills. - Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: - Experience of producing bespoke technical suitability reports. - An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. - Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. - Fund performance and risk analysis - Cash flow modelling. - Manage complex cases, from inception to completion and find solutions to technical problems. - Manage queries and provide suitable remedies. - Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. - You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Paraplanner North West Leicestershire hybrid available (our ref AL1423) Salary to £45,000 dep on exp + benefits My client: My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees click apply for full job details

Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks - Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. - Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. - Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process. - Action and follow up on meeting notes, including investigating existing arrangements, where required, by obtaining, reviewing and recording information relevant to the new advice. - Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. - Prepare or obtain illustrations for pensions, investments and annuities, where required. - Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. - Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. - Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. - Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. - Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. - Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification - Qualifications & Experience Essential - Level 4 CII Diploma in Financial Planning (or equivalent). - Educated to A level standard (or equivalent) as a minimum. - A minimum of 2 years experience in a financial services administration role. Desirable - 2 years experience in a Paraplanning role. - Financial Planning experience. - Degree in Finance, Economics or Business (or equivalent work experience). Person Specification - Knowledge & Skills Required Essential - Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. - Knowledge relating to pension, investment and protection products and their application in financial planning. - Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. - Ability to create and maintain accurate computer-based records. - Knowledge of Data Protection legislation. - Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. - Ability to work within level of authority and to refer work when appropriate. - Demonstrate good time management skills. Desirable - Knowledge of the firm, its products, services and procedures. - Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details

Administrator Support Finance & Wealth Management Location: Leicester fully office based role, Monday to Friday 8am to 4pm Salary: £26,000 + benefits (our ref AL1416) My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office click apply for full job details

Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: - Work closely with the consultants to support and ensure clients needs are met - Preparation work for client meetings - Attending clients meetings, taking meeting notes (on/off site) - Coordinating action points from meetings and completing work required - Responsible for communication with clients (phone calls/emails etc.) - Researching and collation of information in relation to advice being given to clients - Liaising with external providers on client queries - Requesting illustrations required in respect of new and existing business - Processing of new business completed in line with compliant procedures and policies - Updating client records and electronic folders - Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: - Have a minimum 4-5 years experience in a similar role - Possess an understanding of financial services including investments, pensions and estate planning - Have excellent customer service skills and attention to detail - Be able to proactively manage client affairs in a prompt and efficient manner - Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing - Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment - Be able to work in a team within an open office environment - Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: - Group Pension - Life Assurance - Income Protection - Health Cash Plan - Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offic click apply for full job details

Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices click apply for full job details

Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices click apply for full job details

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks - Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. - Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. - Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. - Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. - Action and follow up on meeting notes, including investigating existing arrangements - Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. - Prepare or obtain illustrations for pensions, investments and annuities, where required. - Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. - Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. - Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. - Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. - Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. - Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. - Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential - Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). - Educated to A level standard (or equivalent) as a minimum. - A minimum of 2 years experience in a financial services administration role. Desirable - Degree in Finance, Economics or Business (or equivalent work experience). - A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential - Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. - Knowledge relating to pension, investment and protection products and their application in financial planning. - Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. - Ability to create and maintain accurate computer-based records. - Knowledge of Data Protection legislation. - Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. - Ability to work within level of authority and to refer work when appropriate. - Demonstrate good time management skills. Desirable - Knowledge of the firm, its products, services and procedures. - Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits - Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.