Careers at Moneysworth

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 CRM 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

DBS checks will be carried out on successful candidates, but evidence of convictions will not necessarily be a barrier to employment

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 Protection Consultant in our friendly team. We are looking for a full-time employee but we may also consider part-time. You will need experience in offering Protection advice, with a very clear understanding of Life Assurance, Critical Illness and Income Protection.

Responsibilities

• Communicate empathetically and clearly over the phone with customers who approach us for our specialist services.
• Maintain high levels of professionalism and compliance within the regulatory framework.
• Keep records up to date and record data accurately on our CMR systems.
• Work with our friendly and supportive team to ensure efficient processes and to deliver the best customer outcome.

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

DBS checks will be carried out on successful candidates, but evidence of convictions will not necessarily be a barrier to employment