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.
Day-to-day of the role
Assist in the preparation of client reports and financial plans.
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 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 Trafford College Group • £23K/yr to £24K/yr
This option can be discussed further at interview)
Trafford & Stockport College Group (TSCG) has an opportunity for a capable Purchase Ledger Officer to join our Finance team to help us achieve our vision of unlocking potential and fostering success.
Trafford and Stockport College Group is a thriving FE College with over 12,000 students ranging from 16-19 learners, HE learners, Apprenticeships, adult learners and lots in between.
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Main Duties
Annual Plan Support: Contribute to the business's success by helping to achieve the annual plan and growth objectives.
General Purpose
To support company growth objectives and the sales strategy by developing new business opportunities and managing relationships with brokers and associated networks.
The role involves building strong relationships, generating new business, and ensuring that broker partnerships are aligned with the company's sales strategy.