Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
What will you be doing
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
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.
General
My client is currently looking for an experienced Paraplanner in Knutsford.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
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.
This is not for the faint hearted and is certainly not a stroll in the park.
The role requires an extremely energetic, fit and agile person who thinks on their feet and does not tire easily as there are a wide variety of tasks involved in caring for the dogs and their surroundings.
If you have a TRUE passion and love for dogs and want to work outdoors, then this is the perfect job for you.
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.
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.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.