Do you have great client services and sales skills?
Would you like to be part of our Sales and Marketing team supporting us to win major projects across the UK, working with some of the biggest names in retail?
We have a fantastic, rare opportunity for a Client Services Executive to join our team based at our Head Office in Tytherington, Macclesfield.
Comprehensive admin support to the financial advisers to include (but not limited to):
Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire.
The role will require working both in the office and remotely.
Our client is a busy and well-established financial services firm offering mortgage and protection advice.
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.
They are currently looking to recruit a Mortgage & Protection Case Manager to work from their modern offices in Macclesfield Cheshire
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.