We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
We are looking for an experienced Finance Administrator to join our clients Finance team, based in Sale.
This position would suit an experienced and established Finance Assistant, who is looking to join an excellent business, offering stability and longevity.
The role involves assisting with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management.
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.