Complex Case Supporter

6 days ago


Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description: Complex Case Supporter

We are seeking an experienced professional to join our team as a Complex Case Supporter. As a key member of our paraplanning team, you will be responsible for supporting experienced financial advisers on complex cases, providing excellent client service, and working closely with the paraplanning team. Your excellent communication and organizational skills will enable you to deliver high-quality results and work efficiently with the team to ensure all tasks are completed effectively.

The ideal candidate will possess a Level 4 Diploma qualification in financial services, with experience of working in a paraplanning role. You will also have a competitive salary of £45,000 per annum, as well as benefits such as death in service benefit, private medical insurance, and flexible hours. In addition, you will have opportunities for career progression and study support.

About Us:
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. With over 100,000 financial services connections, we are committed to delivering exceptional results. Our offices are located in central Manchester, offering a great location for those who enjoy working in a bustling city environment.

Key Responsibilities:
  • Supporting experienced financial advisers on complex cases
  • Providing excellent client service

Requirements:
  • Level 4 Diploma qualified
  • Experience of working in a paraplanning role

In this challenging and rewarding role, you will have the opportunity to develop your skills and expertise in the field of financial services.


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