We are pleased to be recruiting on behalf a leading and expanding financial services organisation seeking to expand their customer services function.
Candidates will be response for communicating with existing clients offering support services as well as actively identifying potential new business opportunities.
You will liaise with colleagues in the field and support with processing contractual changes, answering ongoing queries from clients and reconciling payments and other information.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.
Key responsibilities
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
Posted by Anglian Home Improvements • £26K/yr to £28K/yr
If you have experience in the financial services sector and thrive in a fast-paced environment, this could be the perfect opportunity for you!
The ideal candidate is an experienced financial services professional with strong complaint resolution skills, in-depth regulatory knowledge, and excellent communication abilities.
Are you passionate about delivering exceptional customer service and resolving complex issues?
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
Posted by SNG Formerly Sovereign Housing Association • £30K/yr to £35K/yr
As part of SNG's commitment to build Thriving Communities, our brand-new DebtAdviceService sits alongside an array of othersupport services including Employment, Energy, Job Coaching, Money Coaching and Money and Debtadvice.
We're pleased to have an opportunity to join our brand-new DebtAdvice Team on a full-time permanent basis.
You'll have the opportunity to join a business that puts customers at the heart of all we do and shape one of the largest programmes being delivered to support people through the cost-of-living crisis.