At a Glance
- Tasks: Support financial advisers and enhance client relationships through proactive case management.
- Company: Join a rewarding organisation that values growth and learning.
- Benefits: Enjoy 30 days holiday, NHS cash plan, gym membership, and more!
- Other info: Flexible working hours and opportunities for personal development.
- Why this job: Kickstart your career with full training and a supportive team environment.
- Qualifications: No prior experience needed, just a passion for learning and helping others.
The predicted salary is between 25000 - 27000 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided.
Whats most important is the desire to learn, and build a worthwhile career.
Salary; £25,000-£27,000p/a depending on experience Contract type: Permanent Benefits; 1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) 2.
NHS Top up Medical Cash Plan (increasing with length of service) 3.
Gym membership 4.
Free onsite parking 5.
Bike to work scheme 6.
Exam support and funding 7.
Inhouse development path for those that want to develop throughout the various roles 8.
Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Case Management Team providing admin/pa support to the business's Financial Advisers and wider business.
Build client relationships and their experience of being a client.
CM Team is the centre of all client interaction and experience working closely in tangent with the financial advisers.
Role purpose building our client relationships and their experience of being a client.
CM is at the heart of all client interaction and experience working closely in tangent with the clients adviser.
Proactive monitoring and management on all client cases from start to finish with the aim of achieving efficient start to finish processs that contribute to internal process and external client experience.
Regular (minimal tri-weekly) direct client updates of ongoing cases (business, death cases and any other complex admin request such as DOA/Stock transfers).
Preference is phone call to build client relations, unless client specifies email.
Completion of client tracker and this is kept fully up to date.
This is the ultimate priority.
Weekly scheduled adviser meetings running through pre agreed CM Team Meeting agenda to ensure all areas are covered Managing sign-ups ownership - Booking
Case Manager in Wrexham employer: Resourcing Group
Join a dynamic and innovative Cyber Security company that prioritises employee growth and collaboration in a fully remote environment. With a strong focus on hands-on engineering and customer engagement, you'll have the opportunity to make a significant impact while enjoying a competitive salary and the flexibility of working from anywhere in the UK. The company fosters a culture of continuous learning and support, ensuring you thrive in your role as a Customer Platform Architect.
