Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
A regional house builder seeks to appoint a Customer Relations Advisor to provide a positive and 5 Customer experience to their customers within the Greater Manchester region .
Working closely with the Customer Relations Manager and site teams you will be responsible for delivering the best customer experience through customer-centric communication, advice, support and guidance.
You will be responsible for monitoring and tracking their internal system ensuring that all activity is processed and actioned within a proactive manor ensuring 5 customer service is achieved.