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.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
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.
General
My client is currently looking for an experienced Paraplanner in Knutsford.
Would you like to join our established and driven Property Management team in Knutsford?
The Team & Focus of the Role
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.
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.
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
Duties & responsibilities will include
Processing new business applications across the key financial products.
General
Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Responsible for research and resolution of customer disputes and charge backs.
Requires detailed transaction research, analytical skills, and documentation of actions taken including phone calls from account holders as well as communication via email (Zendesk).
General
Shift patterns: 9am - 5pm and 12pm - 8pm (alternate)