An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
Once fully trained and signed off, the Outbound Sales Advisor will have the flexibility to work from the office for at least 2 days per week, with the option to work from home for the remaining days, providing their performance remains satisfactory.
Alternatively, if the Sales Executive prefer to work predominantly from the Knutsford office, that arrangement is also completely acceptable.
Once fully trained and signed off, the Outbound Sales Advisor will have the flexibility to work from the office for at least 2 days per week, with the option to work from home for the remaining days, providing their performance remains satisfactory.
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.
With a focus on audit processes, cash management, and month-end procedures for subsidiary companies, this position is ideal for those with a strong background in finance and management.
Our client is seeking a highly skilled Finance Manager to join their fast-paced, rapidly growing business.
This role offers an exciting opportunity to manage a dynamic team and oversee the financial operations of a thriving company.
Preferably you will have your Level 4 diploma or be close to achieving it, and the business will provide you with study support should you need it.
This role is for you if you're a Paraplanner with a minimum of 1 years' experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years' time.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford.
Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.