Would you like to join our established and driven Property Management team in Knutsford?
Primarily this team works with our clients within Rural Property Management, and they are part of a close-knit network across the UK to deliver exceptional results for our clients to ensure their properties and estates are being managed to their maximum potential.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
General
My client is currently looking for an experienced Paraplanner in Knutsford.
What will you be doing
Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
Leading on marketing opportunities for Health & Benefits GB.
Working with our Health & Benefits team of consultants in a collaborative manner to develop materials that support growth opportunities.
General
Successful Candidates must demonstrate business acumen, relevant experience with marketing/sales tools and related content, and have excellent project management, communication and team skills.