Para-Planner

Recruiter
Richardsons Financial Group Ltd
Location
Thame, Oxfordshire
Salary
Salary competitive
Posted
13 Oct 2016
Closes
27 Oct 2016
Contact
Colin Morton
Contract Type
Permanent
Hours
Full Time

Full Time Para-Planner

We are looking for a full-time paraplanner / trainee adviser to join our expanding financial services team. The ideal candidate will be enthusiastic, flexible and willing to learn.

They should also be able to work independently.

Although desirable, financial services qualification are not essential as support to obtain qualification will be provided for the right candidate

Day to day activities include:
- Managing all client actions on a task management system.
- Preparation and issuing of suitability letter
- Product research
- Case & diary management

Salary competitive.

If you enjoy working as part of a small but growing team and have an interest in financial services, send applications in writing to:

Colin Morton,
Richardsons Financial Services,
30 Upper High Street,
Thame,
Oxon,
OX9 3EZ,

Enclosing a current C.V.