Once fully trained and signed off, the Sales Agent 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 Agent prefers to work predominantly from the Knutsford office, that arrangement is also completely acceptable.
A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
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.
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.
An Experienced Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers who form 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 and now require someone to work in an incredibly busy role supporting the Managing Director.
It is essential that those applying for the role come from a strong background supporting a demanding Adviser, and those coming from an SJP background would be of very high interest.
Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be to prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records.
You will be working in collaboration with Financial Advisers and other colleagues as well as dealing effectively with queries from clients and other parties and promoting the company's services in a professional and FCA compliant manner.
Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success.
9am-5pm On call (1 evening per week from home & 1 in 6 weekends)
Irlam Associates are proud to be representing one of the UK's largest and well-known same day courier services in their search for a Customer Service Advisor to join their highly successful team at their site in Knutsford.