Posted by Belinda Roberts Ltd • £32K/yr to £38K/yr
Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team.
This is yet another new role due to growth, this time the role concentrates around Capital Allowance Tax, still looking for R&D!
This is a newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.
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.
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.
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.
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.
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.
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.