We are recruiting for an experienced Mortgage Case Manager to join a market-leading Mortgage Broker based in South Manchester. This is a fantastic opp...
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Case Manager Job Overview As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers. Responsibilities and Duties P...
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To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis. RE...
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An exceptional career opportunity is available, due to the company's success and expansion, for a Bridging and Underwriter, with a leading Bridging Lender. A market leading package is on offer, a competitive negotiable package, comprehensive benefits...
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Ensure that all tasks are completed in a timely manner, and that exceptions, issues and related items are identified and resolved timely. RESPONSIBILITIES Perform the administration of CASS related activities. Production of internal and external cash...
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Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability re...
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Marketing Assitant/Marketing Executive 24000- 26,000 Altrincham NJR Recruitment are working with an award-winning financial advisory firm based in Altrincham who are looking for a full time Marketing Assistant to work within their experienced Marketi...
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If you are an experienced Paraplanner who wants to further their career but would like to avoid management then I have a very good role available for a Chartered Financial Planning firm. This firm, who have a long history in the industry are looking ...
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The Role and Responsibilities Issue/fulfil partner trading agreements, approvals, and system registration process. Partner/broker set up and updating of internal systems such as CRM/Salesforce/Pivot platforms. Assisting with the raising and fulfilmen...
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Role: Mortgage Consultant: We're looking for client-focused, ambitious, and qualified mortgage brokers to join our growing team From 3 men and a dog in 1990, to a multi-award winning team of 45 staff and a recent rebrand. Being independent and whole ...
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FINANCIAL PLANNING ADMINISTRATOR LOCATION : SALE SALARY: UP TO 32,000 EXCELLENT BENEFITS & EXAM SUPPORT FREE ON-SITE PARKING BENEFITS: 9% Pension Scheme 25 Days Holidays stats Birthday Off Private Medical Insurance 4 x Life Assurance Group Income Pro...
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Collating of client data to provide a detailed client overview. Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions. Use of risk profiling and fund analysis tools to provi...
hybrid working Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. The overall client onboarding team is driven by front office (who ...
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Development Bridging Underwriter Bridging Underwriter Altrincham Up to 45,000 per annum Annual Bonus Monday to Friday Time Recruitment are working with a lender in South Manchester looking to add an experienced Bridging or Development Underwriter to ...
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What flexibility means to you and what it means to your company are often two very different things. You don't expect the earth but it would be nice to drop your kids off in the morning and not be in a mad panic to start work. Or maybe you'd like con...
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Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with...
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Compliance Officer | Premium Homeware Retail Brand Permanent Up to 40,000 Benefits Stockport | Hybrid 1 day in office | or when needed so can be more remote if you wish This is a fantastic opportunity to work within a Premium Retail brand that has Co...
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Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with...
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CX PRACTITIONER This is a remote position with the requirement to travel to London once a month. This is a key role whose main objective is supporting the business to improve the end-to-end experience our customers have. Reporting to the Customer Ins...
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with...
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Client Relations Administrator - Stockport/Hybrid Working - up to 30,000 This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporti...
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Our client is seeking a client-focused, ambitious and qualified Mortgage Broker to join our growing team in Wilmslow. The Mortgage Broker hybrid role comes with a generous basic salary of up to 60,000 p/a and excellent benefits. If you were already w...
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Your new company Due to expansion, a new opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator. Working within a very friendly and supportive team environment. Your new role Providing administration ...
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Job Title : Lending Officer Location: Hybrid/Warrington - 2 days a week in the office after training Salary: Confirmed on application Hours: Monday to Friday 9 am to 5 pm Benefits: 15% Contributory Pension (10% Employer, 5% Employee) 26 days holiday ...
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Job Title : Client Administrator Location : Knutsford Salary : 28,000 - 33,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are seeking an experienced Financial Administrator to...
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The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve...
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