Junior Paraplanner — Hybrid, CII Diploma
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-07-27
Listing for:
North Oak Recruitment Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
North Oak Recruitment Ltd is recruiting for a Trainee Paraplanner in Leicestershire. The role develops you from a financial services administrator into supporting the Financial Planner and the advice process.
You will gather client information, prepare suitability reports, and ensure FCA-compliant documentation, aiming to deliver a smooth experience for clients at the point of new financial advice.
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