Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
They continuing to expand and are currently looking to recruit an experienced contact centre Team Leader to manage a small outbound lead generation team of 10-15 FTE at their office in Chorley, Lancashire.
CCP are delighted to be partnering with a fantastic client who we have been supporting throughout 2024, a year that has seen significant growth and diversification of their business.
Have you previously worked in a fast-paced outbound sales environment
Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
More2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since it's launch in 2008.