KEY GROUP

Responsibility

• in the UK there are approximately 51 million adults and less than 40% have a Will in place
• engage with customers to clarify any wishes, advisable wordings, or missing information
• assist the Lead Conveyancer in the delivery of legal services
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• report to third-parties where they've been appointed in a document professional Executor, Trustee, or Attorney
• review and interpret title documents
• draft the documents utilising a third-party system
• we believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive
• prepare and submit electronic discharge documents
• handle any inbound customer questions and queries regarding the documents and how to sign them post-dispatch
• to do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do
• progress cases within the limit of your ability
• check the progress of all workflow, ensuring all tasks have been completed and update the CRM
• the role also involves
• support the third-party management of Conveyancers
• monitoring the quality of customer instructions, ensuring the customer has received the best advice
• our Estates Planning department helps over 55’s with their retirement options, exploring equity release and estate planning such as wills and probate and LPA’S
• prior to drafting, review the customer Fact-Find and Recommendation and quality check the advice given and customer outcome is suitable to their needs
• overseeing the end-to-end operational workflow of the customer cases assigned to you
• obtain customer Trustpilot reviews on the work completed to the required level in terms of quantity and score
• as the population continues to increase, so does the sales opportunity and we now have a fantastic opportunity for an Estate Planner within our Estate Planning department
• providing a customer services function and managing complaints
• to help support our paralegal team through a period of maternity leave we are now looking for an experienced Paralegal to join the business on a 12 month fixed term basis
• service customers proactively, requesting Will updates or rewrites and up-selling when appropriate
• the purpose of the Paralegal position is to deliver a post sales service, develop customer Instructions for Wills, Trusts & LPAs taken by Estate Planners into fully drafted documents utilising a third party system or, in certain circumstances, outsource to a third party
• directly service existing customers pro-actively contacting / inbound calling us, who require their will updating or re-writing, ensuring they receive best advice on their change of circumstance and make recommendations if an upgrade is appropriate
• key responsibilities
• report to third parties where they’ve been appointed in a document – professional Executor, Trustee or Attorney
• take responsibility for personal development, completing the SWW monthly CPD modules and, subject to approval, attending training courses and gaining relevant qualifications
• key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company
• obtain customer Trustpilot reviews on the work completed to the required level, in terms of quantity and score
• engage with customers to clarify any wishes, advisable wordings or missing information
• handle any inbound customer questions and queries regarding the documents and how to sign them post dispatch
• achieve weekly / monthly operational KPIs and service levels, the main one being customers receive a first draft or final draft of their documents within five working days

Requirements

• administration
• wills
• conveyancing
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• mortgages
• legal services
• power of attorney
• estate planning
• an estate planning, will writing, or legal services background
• ability to interact with people at all levels
• proven ability to work under pressure and deliver challenging operational demands
• able to handle competing demands in a high volume, fast-paced working environment
• able to handle competing demands in a high volume, fast paced working environment
• proven consultative telephone experience
• proven ability to work effectively in independent settings
• proven track record in undertaking complex administrative tasks
• strong attention to details
• estate planning qualification is desirable but not essential
• strong written and verbal communication skills
• strong understanding of exceptional customer service and consumer engagement techniques and ability to demonstrate application of knowledge
• 2 years' experience in a Conveyancing department
• 2 years’ experience in a Conveyancing department
• proven ability to communicate with senior key stakeholders both internally and externally
• have an in-depth knowledge and understanding of Conveyancing matters
• have an in depth knowledge and understanding of Conveyancing matters
• exceptional interpersonal and accuracy skills
• excellent organisational, time management, and administrative skills
• competent software skills

Earnings for position paralegal

Responsibility

• we are looking for a strong Team Leader to join our Specialist Servicing function here in our More2Life business area
• to demonstrate and continuously embed the company values in every aspect of the role
• to ensure that all customers are treated fairly and receive an exceptional level of customer service
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• ensure that clearly defined processes and controls are documented and followed for all the teams' activities
• achieve all targets set on a monthly / quarterly basis
• we believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive
• role/Responsibilities
• coach, develop and motivate the team
• to do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do
• provide assistance to the Servicing Manager as and when required
• more2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since it’s launch in 2008
• ensure that service levels are achieved on a consistent basis
• ensure that clearly defined processes and controls are documented and followed for all of the teams' activities
• to carry out any reasonable instruction commensurate with the role
• inspire and motivate the team to exceed their potential and career aspirations
• today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
• continuous process improvement, searching for ways to increase the efficiency and quality of all processes and procedures
• work with the Operations Manager/Head of Operations to maintain excellent third-party relationships with all funders, partners, brokers, and solicitors
• this specialist team has been created to deal with the technical side of lifetime mortgages such as transfers of equity, invoices, redemptions and discharges, amongst others
• support the personal performance and career development of all colleagues
• the main purpose of this role is to manage the specialist servicing team in their day to day communications with customers and to liaise with funders in relation to the repayment of funds
• preferred Skills/Abilities
• continuous process improvement - working with the team and wider business, searching for ways to increase the efficiency and quality of all processes / procedures
• support the personal performance and career development of each team member through monthly one-to-one meetings and regular informal feedback / coaching sessions
• handle all enquiries in a professional, positive and prompt manner
• ability to multi-task and manage own workload in a fast paced environment
• meet and exceed all team targets and work with the other teams in the department to ensure that all department targets are achieved
• experience of working within a telephone based customer service led environment with inbound and outbound calls
• carry out regular quality monitoring of the activities completed by each team member and act on the results to praise / coach / develop / assist team members where required

Requirements

• team Leader Customer Service Team Manager
• customer Service
• supervisor
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• team Leader
• team Management
• committed to quality; highly compliant
• coaching and Development
• attention to detail
• mortgage Processing
• proactive and confident
• highly motivated, accurate, methodical and able to prioritise effectively
• outstanding written and verbal communication skills
• excellent interpersonal skills
• previous experience within a supervisory position would be beneficial
• previous experience of coaching and developing a team
• experience of working in a fast-paced working environment where accuracy is essential
• previous experience of mortgage processing or similar environment would be beneficial
• strong sense of responsibility and urgency to deliver results
• working within a fast paced regulated environment
• previous experience of coaching and development would be an advantage
• flexible, approachable and have a positive attitude
• ability to be proactive and resolve any issues quickly and effectively
• committed to quality and highly compliant
• ambitious – to break ground to help our customers enjoy a better retirement
• highly motivated, accurate, methodical, and able to prioritise effectively
• outstanding written, verbal communication, and telephony skills
• we seek experience of working in a fast paced working environment where accuracy is essential. Previous experience of mortgage processing or a similar environment is highly advantageous
• integrity – honest, true and transparent in all of our relationships
• excellent interpersonal and relationship skills

Earnings for position team leader

Responsibility

• deliver an excellent inbound, outbound and email service to introducers, networks and affiliate representatives
• to demonstrate and continuously embed the company values in every aspect of the role
• deliver an excellent inbound, outbound and email service to Financial advisers
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• an exciting opportunity has arisen to join our More2Life team as a Campaign Account Manager
• demonstrate a proactive approach to conducting outbound calls to customer to maximise booking opportunities
• to pro-actively make a minimum of 60 outbound calls per day to advisers listed within the campaign
• provide case updates to introducers on the outcomes of their referrals by telephone or email
• this role is designed to help build relationships with our financial advisors whilst supporting our Telephone Account managers
• to manage time effectively and create a structured diary approach for call backs in order to capitalise on every opportunity
• we believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive
• maximise sales opportunities and support Account Managers and BDM’s to achieve overall targets
• to record every call accurately within CRM in line with current processes
• to do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do
• provide accurate and timely management information to the Sales Manager
• maximise sales opportunities
• create opportunity for follow up calls from the Telephone Account Managers
• maximise sales opportunities by working closely with the Partnership Account Managers
• this role would suit someone highly motivated and target driven with a strong drive to succeed within a sales environment
• the role is inclusive of a great base salary and impressive bonus structure with an OTE of over £27,000
• to cover inbound calls when necessary for the Advisor Support line
• more2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008
• deliver the required service levels in place & targets of the role
• today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
• achieve agreed business targets and KPIs
• where required support the inbound adviser support line
• our Telephone Account Managers offer a complete service to new and existing introducers, making outbound calls to ensure our proposition is promoted effectively
• the team is proactive, making outbound calls to Financial Advisors to understand their needs and their clients’ needs whilst serving as a lead point of contact
• this is a fantastic opportunity to commence a career within Financial Services with scope to progress into a Business Development Manager role
• the aim of the role is to keep all of our advisors engaged and informed on all of our business events, interest rates and product offerings
• you will gain and build upon knowledge within the ever-growing equity release market, providing market insight on retirement lending, both building and maintain relationships and achieving agreed business targets
• maintain the company’s record keeping standards in line with compliance and operational requirements
• key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company

Requirements

• experience working in an inbound and outbound sales environment
• proven track record or achieving sales targets and KPIs
• ability to empathise and build rapport with customers is essential
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• excellent communication skills with a consultative approach to sales
• ability to perform in a targeted sales environment
• good negotiation and influencing skills
• enthusiastic with a passion to succeed in a fast paced environment
• enthusiastic with a passion to succeed in a fast-paced environment
• experience working within the financial services sector is advantageous but not essential

Earnings for position account manager

Responsibility

• ensures project documents are complete, current, and appropriately reviewed with project stakeholders as part of the project lifecycle
• ensure project documents are complete, current, and appropriately reviewed with project stakeholders as part of the project lifecycle
• submits project status reports to stakeholders; defect tracking; release management; anticipates and reacts to change in line with business demand
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• submit project status reports to stakeholders, defect tracking, release management, anticipate and react to change in-line with business demand

Requirements

• agile
• communication Skills
• financial Services
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• project Manager
• MS Office
• excellent oral and written communications skills and experience interacting with both business and IT individuals at all levels including executive level
• manager
• creative approach to problem-solving with the ability to focus on details while maintaining the “big picture” view
• creative approach to problem-solving with the ability to focus on details while maintaining the "big picture" view
• project
• an individual whom is highly driven/motivated with the ambition to succeed within an extremely fast paced change environment
• an individual who is highly driven/motivated with the ambition to succeed within an extremely fast-paced change environment
• people Management
• A strong decision-maker with strong negotiation and conflict management skills is a key requirement
• scrum Master
• prior experience with SCRUM/Agile methodologies with enterprise-level application development projects, ideally Scrum Master certified
• A Project Manager with experience in managing medium/large, complex projects in a high-tech development environment with multi-function teams
• project Life Cycle
• prior experience with SCRUM/Agile methodologies with enterprise-level application development projects. Ideally Scrum Master certified
• proven experience in people management, strategic planning, risk management, and change management principles
• proven experience in people management, strategic planning, risk management and change management principles
• proven ability to deliver projects on time and to budget
• A person with excellent planning/organisation skills, with the capacity to work within a team, able to delegate, influence and or lead others during project delivery
• A person with excellent planning/organisation skills, with the capacity to work within a team, able to delegate, influence, and/or lead others during project delivery
• proven ability to work effectively with key stakeholders and project accountable leads
• A proven track record of successfully implementing projects using Agile methodologies such as
• proven ability to help customers and operations team prioritise projects
• proven ability to work effectively with key stakeholders & project accountable leads
• distinct track record in a similar role within an SME, experience of working within the FS sector would be advantageous but not essential

Earnings for position project manager

Responsibility

• plan and manage the scheduling, testing, and deployment of external marketing campaigns
• plan and manage the scheduling, testing and deployment of external marketing campaigns
• assist with producing ongoing status reports and regular account campaign analysis reports as required
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• support B2B Social Media campaign strategy, including content marketing development, deployment and growing follower numbers amongst adviser community
• support B2B Social Media campaign strategy, including content marketing development, deployment, and growing follower numbers amongst adviser community
• work with internal stakeholders (e.g
• ongoing management and continued segmentation of the adviser database to identify and target supporters and lapsed supporters with specific campaigns
• support the Marketing Manager in the ongoing analysis and reporting of marketing spend, activity, and ROI against a range of KPIs and be actively involved in the planning of propositional strategy
• support the Marketing Manager in the ongoing analysis and reporting of marketing spend, activity and ROI against a range of KPIs and be actively involved in the planning of propositional strategy.Track the weekly/monthly performance of campaign KPIs against previous campaigns and industry standards and communicate the performance of emails to internal stakeholders
• research and review new marketing opportunities with our key accounts and make recommendations on where to spend the budget
• track the weekly/monthly performance of campaign KPIs against previous campaigns and industry standards and communicate the performance of emails to internal stakeholders
• responsibility for managing/monitoring campaign activity, as required, creating accurate and engaging campaign ideas to suit a business-to-business audience
• identify conference opportunities, provide administrative support and attend events where necessary
• sales team) to identify optimal channels for acquiring new customers via competitions, social media, campaigns, direct mail and other channels; test different techniques and promotions for driving conversion from registration
• identify conference opportunities, provide administrative support, and attend events where necessary
• sales team) to identify optimal channels for acquiring new customers via competitions, social media, campaigns, direct mail, and other channels, test different techniques and promotions for driving conversion from registration
• some travel may be required for attendance at key industry/company events

Requirements

• B2B marketing experience preferred
• experience managing multi-channel marketing campaigns
• experience in planning and developing marketing activity using all areas of the 'marketing mix'
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• experience in planning and developing marketing activity using all areas of the ‘marketing mix’
• campaign analysis
• graduate or equivalent with marketing campaign experience
• able to plan, organise, and control day-to-day work on a number of projects
• able to plan, organise and control day-to-day work on a number of projects
• strong communication and presentation skills, with a positive persuasive manner
• excellent organisational and planning skills
• makes evident good technical understanding and can pick up new tools quickly
• creative and enthusiastic
• financial services experience preferred; knowledge of the pension/retirement income market would be advantageous. Knowledge of/experience marketing within the financial services industry a distinct advantage
• financial services experience preferred, knowledge of the pension/retirement income market would be advantageous. Knowledge of/experience marketing within the financial services industry a distinct advantage

Earnings for position senior marketing executive