ISIS FINANCIAL PLANNERS Salary
2 RED HOUSE FARM EYNSHAM ROAD FARMOOR OXFORD OX2 9NH ENGLAND
TIN: 04284325
ISIS FINANCIAL PLANNERS Premium profile inactive Premium profile inactive
Earnings on positions in ISIS FINANCIAL PLANNERS
ISIS FINANCIAL PLANNERS is looking for employees for positions:
paraplanner
Language
- english
Responsibility
- working with the Advisers and administration team
- completing suitability reports
- analysis of client’s circumstances and requirements, development of cash flow models using Timeline Tech, accurate recording of client data
- participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
- research, analysis and compiling documentation for Advisers and compliance
- maintain the workflow alongside the Team to provide a timely and accurate service to clients and advisers
- maintaining and developing our back-office systems , managing workflows and assisting in the processing of business
- provide an efficient, friendly, and professional point of contact for clients and enquiries by phone, email and in person
Requirements
- paraplanning: 2 years
Earnings on positions in ISIS FINANCIAL PLANNERS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2500 £