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Nexus IFA Limited is an independent financial advisers and mortgage brokers providing advice to individuals and businesses on all aspects of financial planning. They offer services for investment, mortgage advice, retirement planning, and financial protection. Nexus IFA Ltd is authorized and regulated by the Financial Conduct Authority, operating as an Appointed Representative of The Whitechurch Network Limited.
Role Description
This is a full-time on-site Case Manager role located in Bridgwater at Nexus IFA Limited. The Case Manager will be responsible for managing and coordinating client cases, processing applications for mortgage, life, pension and investments. Communicating with clients and advisers via email and telephone and providing administrative support within a busy office environment.
Qualifications
* GCSE Maths, GCSE English, Word, Excel, Case Management, and Client Relationship Management skills
* Attention to detail and strong organizational skills
* Knowledge of financial products and services
* Effective communication and interpersonal skills
* Ability to work independently and as part of a team
* Experience in the financial services industry is a plus
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Other
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