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.
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 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.
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