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.
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.
Posted by D&R Recruitment Limited • £25K/yr to £28K/yr
£25,000 - £27,500 Bonuses Benefits
You will ensure that the customer documentation is managed effectively to enable a smooth and speedy journey from application to funding.
As a Case Manager, you will act as the facilitator between our clients Underwriter and the customer, introducer, 3rd party property specialists and solicitor from the point of application through to completion.
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.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
Salary Up to 25,000
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.