Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.
The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be expected to proactively manage and build relationships with their client, as well as providing support and planning for key areas of the planning process including:
They are currently looking for an experienced Paraplanner to join their team in Wilmslow.
Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
Our client is an industry leading and award-winning employer who are actively looking to recruit a Sales Administrator for their Car Dealership in Wimslow.
Our client, a global events company, is seeking a skilled Salesforce Implementation Specialist to ensure their Salesforce environmentcurrently incorporating Sales Cloud, Service Cloud (CRM), and Marketing Cloudoperates seamlessly to support their dynamic business needs.
You'll bridge the gap between our client's internal stakeholders and their Salesforce implementation partner, driving process improvements and maximizing the platform's functionality.
In this role, you will be instrumental in configuring, securing, and maintaining Salesforce, with a focus on data accuracy and access management.