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 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.
We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising.
Posted by Recruitment Solutions (Folkestone) Limited • £26K/yr to £29K/yr
As a Case Manager, you will act as the facilitator between Underwriter and the customer, introducer, 3rd party property specialists and solicitor from the point of application through to completion.
An exceptional career opportunity is available, due to the company's success and expansion, for a Case Manager, Mortgage Administrator, with a leading Bridging Lender
A competitive salary and benefits package is on offer, along with genuine career progression.
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 Virtuoso Recruitment Limited • £30K/yr to £35K/yr
Case Manager - Altrincham - Full time in the office
We are an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development finance.
We are building an amazing team and looking for an experienced, ambitious and driven Case Manager to join the team, based at our offices in Altrincham.
Assist in the preparation of client reports and financial plans.
General
We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.