Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
General
My client is currently looking for an experienced Paraplanner in Knutsford.
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.
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.
If you enjoy helping clients with their mortgage and protection needs, this is an opportunity to make a difference in their lives.
Join our team today and help us provide the best possible service to our clients.
We are looking for an Experienced Mortgage Broker to work alongside our prestigious Bridgford's Estate Agency partner in Knutsford, which also offers the opportunity for you to cover 2 of our Prestige Branches.
Shift patterns: 9am - 5pm and 12pm - 8pm (alternate)
Summary of This Role
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).
Would you like to join our established and driven Property Management team in Knutsford?
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.