Financial Planning Support

Starting Salary: £15,000 Scope of Job   Management of inbound and outbound customers, in order to arrange an appointment for completion of the financial assessment Remain available to receive calls from customers and colleagues during required times Ensure that all administration relating to the outcome of the review appointment is clearly documented, accurate and based…

Financial Planning Advisor

Starting Salary: £19,000 Scope of Job You will complete and capture a comprehensive assessment of each customer’s circumstances, giving the correct advice following company policies and procedures alongside all regulatory requirements. Conducting quality Income and Expense forms You will ensure the most appropriate course of action is explained to the customer in a clear manner…

Customer Support Officer

  Salary: £19,000 – £21,000 dependant on experience Job Purpose: To be responsible for dealing with consumer (IVA / PTD) queries / breaches, providing technical advice regarding their IVA / Trust Deed at the first point of contact, with a view to reaching a resolution and ensuring continuation of the arrangement or referring to the…

Business Development Manager

Starting Salary: Competitive city centre salary Job Purpose: To work within a high pressure environment and deliver consistently high levels of effort and attainment. You must establish and understand each customer’s financial circumstances by way of an in-depth discussion and Income and Expense Assessment. Your task is to empower the customer to make considered and…

Legal Team Leader

Closing Date: Thursday 16th May 2019 Job Purpose: To manage a newly created team of paralegals in the Legal department which must be developed into a high performing, engaged and supported team, whilst ensuring team KPIs are achieved. In addition to working with the senior leadership team to improve efficiencies within the team, department and…