Self Employed Mortgage Broker with all leads provided!
"A team that loves what they do!
Firstly, we are "People People" we are all about doing the best job we can for our customers and colleagues, developing each other, being open and honest"
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
My client is looking for an experienced Conveyancing Assistant, to join their well establish and progressive law firm in Farnborough, Hampshire.
My client is an award-winning, Legal 500 ranked team known for their commitment to growth, fostering strong relationships, and their ambitious approach to providing full-service legal guidance for businesses, families, and individuals.
They value collaboration and strive for excellence in everything they do.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
This Paraplanner job is available within an award winning firm that truly cares about their team.
Communicating with clients via email and the telephone.
Collaborate with Fee Earners on client files to progress files as smoothly and as quickly as possible.
The Opportunity
We are looking to recruit a Plot Purchasing Assistant to assist our Fee Earners and conduct Plot Running casework in our fast-paced New Build team.The department deals with a large number of transactions each year so this is a very busy role within our progressive law firm.