Lead Generator - Adlington, Lancashire My client, a large Debt management company based in Adlington, Chorley is looking to recruit a number of Lead Generators, to join their existing team. Role Summary The main purpose of the role is to make outbound calls to people who have made enquiries through various sources and may require help and advice on serious debt problems. This will include discussing their financial details and advising customers on how best to proceed with their individual debt problems, whilst maximising up and cross sell opportunities. The position is for outbound...

Paraplanner - Lancashire The purpose of the role:- To predominantly support office operation by providing administration support and some para-planning services - To support the Technical Supervisor and the administration team with their duties. - To provide high quality bespoke financial planning reports on all aspects of financial planning to Partners - Production of reports/suitability letters from fact find information. - To have a pro-active approach to all activities carried out. - To ensure new business is followed through to completion following reports sent to clients. -...

Credit Control / Ledger Clerk - Lancashire, North West Due to an internal restructure and new acquisitions we are looking to recruit a Credit Control / Ledger Clerk for our client company who is a global leader in their field of manufacturing. The Brief: Chase and collection process of all overdue debt Main Duties: • Opening up of new accounts and setting up on the Group systems (including credit searches etc) • Take payments by credit / debit cards • Allocation of payments • Answer inbound telephone calls from other branches / departments • Cover for clerical assistants...

Corporate Administrator - Preston, Lancashire A superb opportunity has arisen with one of the UK’s leading financial practices in Birmingham for a corporate administrator. Job Purpose To provide a complete administration service for advisers. Delivering a high level of technical support, to assist them in the procurement and processing of new business and the servicing of existing corporate clients. To adhere to strict FSA regulations and internal policies and procedures. They provide independent financial advice to corporate clients on a range of Employee Benefits, primarily,...

IFA - Chartered Accountancy practice - Preston, Lancashire One of the largest Chartered Accountancy practices in the North West, our client has a well-established IFA division offering high quality financial planning advice to their personal and corporate clients. Following ongoing growth they now require an additional advisor to work from their Preston office. The position will entail building strong working relationships with the firm's accountancy partners in order to develop ongoing leads, whilst also dealing with existing clients. Candidates will also be expected to develop their...

Consultant Administrator - Preston, Lancashire My Client a well established financial services company are now looking to recruit for an experienced consultant administrator. You will be expected to deliver a high level of technical support for the Consultant, to assist them in the procurement and processing of new business and the servicing of existing clients and to adhere to strict FSA regulations and internal policy and procedure. The ideal candidate will have a good working knowledge of all Microsoft office applications particularly Word and Excel, and will be able to demonstrate a...

I&E Drafter - Adlington, Chorley, Lancashire My client, the UK's leading provider of advice and solutions for people with serious debt problems, based in Adlington, Chorley is looking for an experienced administrator to join their expanding team. Key Responsibilities: • Liaise with customers via telephone or letter • To ensure that all cases are dealt with in a timely manner • To be responsible for checking terms of a proposal and taking the appropriate actions • Draft reports to creditors, clients and courts • Complete financial statements • General office administration...

Debt Sales Advisor - Adlington, Chorley, Lancashire My client, the UK's leading provider of advice and solutions for people with serious debt problems, based in Adlington, Chorley is looking to add to their current team of Debt Sales Advisors. The main purpose of the role is to take calls from people seeking help and advice on serious debt problems. This will include examining their financial details and assisting customers on how best to proceed with their individual debt problems, whilst maximising up and cross sell. The position is for inbound and outbound activity and you will be...

Business Development Manager - Preston, Lancashire Our client, a national financial services company is looking to recruit an ambitious, articulate and efficient Business Development Manager. Reporting to the Directors, you will cover a wide area of the UK. Duties will include: source and maximise existing customer accounts and continually generate new opportunities in line with the company's sales strategy and performance targets, function as part of a team but in an independent, self-motivating capacity with a large amount of responsibility for the territory, you must be a first rate...

Annuities Advisor - Chorley, Lancashire Our client is currently looking for an Annuities Advisor to join their team in Chorley. This is a brand new and exciting role to join a leading and expanding financial business. You will be ensuring that new Applications are processed in an effective/professional manner and with regard to current FSA regulation which will promote customer satisfaction and delivery of our client's service promise. Your key accountabilities *Effectively handle all progress and information enquiries by telephone. *Take a proactive approach to solving problems and...