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
We are happy to consider junior candidates from a financial services or IFA background.
There will be training provided with this position.
Up to £25,000 plus benefits
Please send through your CV to firstname.lastname@example.org or call 0845 200 8170 for more information.
Job ref: 11766
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