We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
Posted by Hays Specialist Recruitment Limited • £43K/yr to £55K/yr
My client was established with the vision of delivering superior value through a unique approach to Geo and Environmental Consultancy, emphasising technical excellence, colleague wellbeing, and comprehensive team access at all levels.
Your new company
By integrating employee training, welfare, and rewards, my client has been able to prioritise clients' needs and build strong relationships with various organisations.
Posted by Your Mortgage Recruiter Ltd • £40K/yr to £70K/yr
Due to increasing business levels, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling mainly Residential and BTL cases) to join their established team based within London.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a very well established, successful, Directly Authorised, Independent Mortgage and Protection Brokerage.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.