North Oak Recruitment

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.

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

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

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

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

Financial Services Planning Manager Location: Leicester (our Ref AL1419) Salary: Negotiable up to c£65,000 dep on experience + benefits My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages.They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection click apply for full job details

Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn click apply for full job details

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders 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.

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. 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.