You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
Main purpose of the job
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Scope of Role
As a Case Manager, you will play a crucial role in supporting advisers by gathering necessary information for new mortgage applications and handling frontline customer inquiries.
You will ensure smooth processing of applications, maintain accurate records, and provide excellent customer service through proactive communication.
Responsibilities and Duties
Customer Service: Provide exceptional service through inbound and outbound communication via telephone and email, ensuring a proactive approach in addressing customer needs.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
Main purpose of the job
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
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 • £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.