An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
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.
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.
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.
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.
UK Company: Suits Me Limited Industry: Fintech Reports to: Chief Marketing Officer (CMO)
About Suits Me Limited
We are at the forefront of innovative financial solutions, empowering our customers to join the banked community in the UK or utilise our service as a secondary account.. With a dynamic team of around 80 professionals, we are expanding our reach and are looking for a passionate Head of Digital Marketing to lead our digital initiatives and drive our growth.
Suits Me Limited is a rapidly growing fintech company based in Manchester and Cheshire.
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.