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 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 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.
Posted by Pinstripe Personnel • £55K/yr to £75K/yr
Office Hours 9-5, Mon -Fri
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 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 Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Main Duties
Underwriting Support: Assist Underwriting colleagues by managing their pipeline applications.
Job Overview
As a Case Manager, you will be the key liaison between Underwriter, customers, introducers, 3rd party property specialists, and solicitors, ensuring a seamless journey from application to funding.
You will manage customer documentation efficiently, support underwriting colleagues, and maintain clear communication with all stakeholders to achieve completion targets.