Posted by Imperium Financial Recruitment • £23K/yr to £26K/yr
Responsibilities and Duties
Interact and provide updates to customers, lenders and advisers as required.
Provide proactive customer service for inbound and outbound communication by telephone and email.
General
As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers.
Posted by Imperium Financial Recruitment • £20K/yr to £25K/yr
Responsibilities and Duties
Interact and provide updates to customers, lenders and advisers as required.
Provide proactive customer service for inbound and outbound communication by telephone and email.
General
As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers.
Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising.
Posted by INTEGRO PARTNERS LTD • £25K/yr to £30K/yr
Our Client a leading provider of commercial lending services; They're located in brand new offices located a couple of minutes from Altrincham interchange.
Are you working in financial services and ready to develop your career?
Due to recent growth, we have an opportunity for a Case Manager to join our client in a position that has a clear progression path in to a niche underwriting position.
Assist in the preparation of client reports and financial plans.
General
We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.