Paraplanner - IFA - Thame


A talented Paraplanner is required for a position within an established and growing IFA based in Thame.

A salary of up to £25,000 is available depending on experience.

The successful candidate will provide analytical and operational support to advisors to ensure maximum productivity.

-          Assist with telephone / e-mail queries from client bank
-          Administration – preparation of files / checking of final quotes
-          Maintenance of annual client review process
-          Reports / Reviews
-          Regulation

We are happy to consider junior candidates from a financial services or IFA background.

There will be training provided with this position.

Location:
Thame, Oxfordshire

Salary:
Up to £25,000 plus benefits

To Apply:
Please send through your CV to sam@cvscreen.co.uk or call 0845 200 8170 for more information.

Job ref: 11766




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