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.
You want to be at a growth firm where you are recognised for what you personally bring to the table.
This is a great opportunity to work in a positive team that is welcomed by the business in helping us achieve client excellence (that's right we value the Quality team!)
This is an exciting opportunity for anyone with New Build Advisor background that is looking for a step up in responsibility & eventually transition into a senior position within the business.
Up to £35,000 commission
A huge opportunity has opened up with an established Cheshire based New Homes property agency, who are looking to expand the business further & hire an experienced Mortgage & Protection advisor into the team.
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.
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.