Careers at Moneysworth

Current opportunities

Customer Service Coordinator

Location

Tytherington (near Macclesfield, Cheshire)

Job Description

Moneysworth is an award-winning Protection-only Financial Adviser firm based in Macclesfield. We specialise in helping clients arrange cover where they might have struggled due to health or occupation reasons.

Due to increasing business, we are looking to recruit a new member to work as a Customer Service Coordinator in our small, friendly team. We are looking for a full-time employee but we may also consider part-time.

Responsibilities

  • Processing applications with insurers
  • Keeping records up to date and compliant
  • Working with CMR systems and recording data accurately
  • Liaising with clients, insurers and doctors surgeries

Requirements

You must have experience of either working for a Life Assurance company or for another financial adviser firm. If you have any medical knowledge this is also helpful, but not essential.

Salary

Competitive salary based on experience and knowledge.

Please email your CV to Tim Boddy