What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
RA Bennett in Cheltenham offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems
As the Commercial Mortgage Administrator, you will be working with high-net-worth clients and Commercial Mortgage Brokers to ensuring clients receive outstanding customer service, and a seamless and efficient mortgage journey.
You will be a pragmatic problem solver with an in-depth knowledge of the commercial mortgage industry, experience with complex and unique income structures, ensuring compliance and record keeping is kept to the highest standards.
With a salary up to £35k... this could be just what you're looking for.
They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.
In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.
Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
Reed Financial Planning are actively looking to recruit a Trainee Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.
One of your day-to-day tasks will be to prepare recommendations and write financial planning reports as well as liaising with clients, some of which are Ultra High Net Worth clients such as; veterinary practices, dentists and business owners which means that the range of our advice is broad.
They work on complex retirement funding calculations, complex inheritance tax calculations, trusts and business relief investments.
Our client in Gloucester is seeking a dedicated Credit Controller to oversee their customer base and ensure timely payments while taking necessary actions to address outstanding debts.
Responsibilities
Collaborate with a team of 4 Credit Controllers to minimize and manage debt.Provide exceptional customer service to clients.
Work closely with sales representatives across different accounts.