The right candidate will work closely with an established and experienced Estate Agency team to help customers purchase their dream home, buy investment properties, or help with re-mortgaging.
Posted by Bond Recruitment Ltd • £28K/yr to £30K/yr
IRC is proud to recruiting for an employed Protection Adviser to offer Protection and
Insurance advice to clients as part of a thriving Independent Financial & Mortgage Advisers working from their modern offices in Altrincham Town Centre, offering a basic salary of
Posted by Recruitment Solutions (Folkestone) Limited • £38K/yr to £41K/yr
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
The team is made up of paraplanners and administrators:
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £80K/yr
With an opportunity now arising to join the financial advice team.
Company Overview: Since 1995, our established Financial Advice firm has been delivering bespoke financial solutions tailored to their clients' individual needs.
Based in Timperley, Cheshire, our team of industry experts boasts over 100 years of combined experience, specialising in Investments, Pensions, Protection, and Mortgages.
Posted by Pinstripe Personnel • £55K/yr to £75K/yr
Up to £30K plus bonuses - OTE £60K-£80K
An opportunity for a Protection Adviser with an whole of market, award winning Mortgage & Protection Broker and IFA has arisen due to ongoing expansion.
Posted by Synchronicity Group • £40K/yr to £55K/yr
We are currently partnered with a leading pensions technology organisation, supporting them in their search to appoint technological implementation consultants on a permanent basis to assist their team in delivering effective solutions to clients.
Are you a pensions technology professional who enjoys working closely with clients to implementent new solutions and seeking an exciting new challenge?
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.