Review and assess financial advice files to ensure compliance and accuracy while providing constructive feedback to clients. Collaborate with technical teams and manage a review pipeline to meet agreed SLAs and quality standards.
Fintel
6 Remote Job Openings at Fintel
The role involves executing outbound calling campaigns to promote services and events to existing members. It also requires tracking performance metrics and maintaining accurate records within the CRM system.
The Product Director will own the performance, growth, and strategic evolution of distribution-focused propositions, ensuring current offerings meet commercial and customer expectations while identifying future opportunities for growth. This involves managing revenue performance for ratings, awards, and consultancy, and shaping the future strategy to enhance value for investment providers in the adviser market.
The Protection Adviser will manage and grow relationships with a portfolio of advisers, providing support and promoting Omni Protect propositions via various engagement channels. This role involves driving sales, meeting targets, and utilizing data analysis to identify growth opportunities within the protection sector.
The Relationship Manager will build and maintain strong, collaborative relationships with specialized lenders and members to foster long-term business growth. Key duties include panel management, driving business growth, supporting member training, and coordinating events.
The role involves driving new IFA member recruitment by presenting the proposition, retaining and upgrading existing members through engagement, and owning the delivery of sales targets and KPIs. Responsibilities also include ensuring timely CRM updates, providing performance reports, and collaborating cross-functionally to support service offerings and onboarding.
