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.
As a Complaints Advisor in the financial services industry, you will be responsible for managing and resolving customer complaints efficiently and effectively.
You will play a crucial role in maintaining customer satisfaction and upholding the reputation of the organization.
Your primary objective will be to ensure that all customer grievances are addressed promptly while adhering to regulatory requirements and company policies.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
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!
Reed Financial Services are pleased to be working with a well-established independent financial advisers with offices based in Ferndown near Bournemouth.
Their team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
They seek a Level 4 Qualified Compliance Officer to join their business and help with the day-to-day duties , this role is part time up to 25 hours a week and can be any day or hours the successful wishes.
Posted by Vision-FS Recruitment • £35K/yr to £40K/yr
One of the UK's most successful, award-winning Financial Planning groups has partnered with Vision-FS Recruitment to find a suitable Compliance Consultant for its rapidly expanding team.
Reporting to the Adviser Support Section Leader, the Compliance Consultant's core function is to review and assess the quality of evidence within the client's records in respect to the suitability and compliance across Investments, Insurance and Mortgage products.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.