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.
Once fully trained and signed off, the Sales Executive 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.
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.
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.
NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners.
You'll act as a key person for ensuring complaints are acknowledged promptly and handled professionally.
As a Complaints Handler, you will report into our Complaints Manager and your primary responsibility will be managing complaints from our customers.
About the role
Our Complaints team is looking for an enthusiastic, highly-organised, and detail-oriented person to play an active role in the quality assurance and customer service of our growing company.