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.
Your role feeds into every single person within finance and you will have the support & guidance from the Financial Controller on a day-to-day basis, who is fab - so down to earth and laidback.
This role gives you the opportunity to be part of a really stable and secure business in a fun & friendly working environment.
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 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.
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Responsibilities and Duties
Customer Service: Provide exceptional service through inbound and outbound communication via telephone and email, ensuring a proactive approach in addressing customer needs.
Scope of Role
As a Case Manager, you will play a crucial role in supporting advisers by gathering necessary information for new mortgage applications and handling frontline customer inquiries.
You will ensure smooth processing of applications, maintain accurate records, and provide excellent customer service through proactive communication.