Responsible for research and resolution of customer disputes and charge backs.
Requires detailed transaction research, analytical skills, and documentation of actions taken including phone calls from account holders as well as communication via email (Zendesk).
General
Shift patterns: 9am - 5pm and 12pm - 8pm (alternate)
An esteemed wealth management firm boasting more than four decades of expertise is presently in search of an experienced Financial Planning Administrator.. With a dedicated focus on guiding individuals through personal and business financial matters, this firm customizes solutions to address each client's specific requirements.
If you have experience in Financial Planning Administration and are looking for an opportunity to enhance your skills and knowledge, this could be the perfect role for you.
Financial Planning Administrator - Knutsford - Salary to £30,000 plus company benefits
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
Duties & responsibilities will include
Processing new business applications across the key financial products.
General
Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Prospero Teaching are seeking a confident and knowledgeable EYFS Teaching Assistant to join the team at a large, successful primary school in Knutsford.
The school has a generous and positive staff team who work hard to give the children an inspirational and broad experience of school.
The children are given a wide range of learning and play opportunities, and are encouraged to be independent learners.
If you enjoy helping clients with their mortgage and protection needs, this is an opportunity to make a difference in their lives.
Join our team today and help us provide the best possible service to our clients.
We are looking for an Experienced Mortgage Broker to work alongside our prestigious Bridgford's Estate Agency partner in Knutsford, which also offers the opportunity for you to cover 2 of our Prestige Branches.