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.
Assist in the preparation of client reports and financial plans.
General
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.
We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
Posted by INTEGRO PARTNERS LTD • £25K/yr to £30K/yr
Are you working in financial services and ready to develop your career?
Our Client a leading provider of commercial lending services; They're located in brand new offices located a couple of minutes from Altrincham interchange.
Due to recent growth, we have an opportunity for a Case Manager to join our client in a position that has a clear progression path in to a niche underwriting position.
Are you a highly organised, customer focused individual looking to break into the Specialist Finance sector and build a solid career?
We are working with one of the leading providers of Short Term Property Finance in the North of England, who are looking for a Case Manager with the following skills to join their team:
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Main Duties
Annual Plan Support: Contribute to the business's success by helping to achieve the annual plan and growth objectives.
General Purpose
To support company growth objectives and the sales strategy by developing new business opportunities and managing relationships with brokers and associated networks.
The role involves building strong relationships, generating new business, and ensuring that broker partnerships are aligned with the company's sales strategy.