Awarded a Gold standard 'Investors in People' accreditation, we are firmly geared up to build on our successes and grow our business with talented additions to our ever-evolving team.
We are a friendly, professional and dynamic place to work. If you would like to be part of our award winning culture and demonstrate our values of 'honesty', 'simplicity' and 'responsibility', we would love to hear from you.
We recognise that people experiencing mental ill health continue to report stigma and discrimination at work, and we are committed to creating a supportive and open culture, where colleagues feel able to talk about mental health confidently, and aspire to appropriately support the mental wellbeing of all staff.
National Account Manager
Thorpe Park, Leeds LS15
37.5 hours per week
Advise Wise is so much more than just an award-winning sourcing platform. Our mission is to empower later-life industry to achieve more, and we aspire to be the leader in later-life technology solutions, driving exceptional outcomes for customers and robust market growth.
At Advise Wise we are committed to exceptional industry standards and performance, we are continually innovating and developing our business through the team that we have built.
Advise Wise was founded on 3 very simple company values:
Trustworthy - We stand firm on integrity. We prioritise ethical conduct and foster an environment of transparency. We are a dependable partner in the realm of later-life technology solutions.
Innovative - We don't follow; we lead. Advise Wise is a trailblazer, harnessing state-of-the-art technology to shape the future of later-life tech. Our commitment to innovation is bolstered by our passion for education, guaranteeing our industry is empowered and fully equipped to embrace the future.
Clear - Simplicity is our strength. We craft user-centric designs that are straightforward and comprehensible. With a lucid and intuitive approach, we cut through complexity, making advanced technology accessible to all.
The purpose of the Platform and Mortgage Club Manager is to support advisors who specialise in later life lending in helping them get their clients the best possible customer outcomes. You'll be working one-to-one with financial advisors, whilst proactively managing a wide range of accounts and building strong relationships to support business growth. You'll be working in an enthusiastic, talented, hard-working team with a focus on providing exceptional support services to financial advisors.
In addition, you'll be building your own product knowledge and extensive understanding of the cutting- edge Advise Wise Platform & support systems. working alongside the sales team you will be responsible for the accuracy and maintenance of our sourcing platform. Liaising with lenders, solicitors and various third parties to gather, implement and verify data accuracy
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
For more details on this role or to find out more about our team please contact our recruitment team at careers@pureretirement.co.uk.
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