The role will be performing general administration duties helping to process paperwork from field based staff and checking work is completed to Clients expectations.
Administrator required for a temporary role starting in early June for a minimum commitment of 6 weeks.
The ideal person will be able to pick up new systems quickly and keen to work full time and commit to the length of the contract.
The role will require working both in the office and remotely.
Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire.
Comprehensive admin support to the financial advisers to include (but not limited to):
They are currently looking to recruit a Mortgage & Protection Case Manager to work from their modern offices in Macclesfield Cheshire
Support the mortgage and protection adviser by inputting client information on the IT systems, preparing documentation for the client and liaising with client, lender, protection provider, solicitor and adviser until the mortgage completes and the policy is put on risk.
Our client is a busy and well-established financial services firm offering mortgage and protection advice.