We are recruiting for an experienced Mortgage Advisor to join a flourishing, well established firm that offer holistic advice and are looking for an experienced adviser to join the team, dealing with any cross referrals as well as building on the existing contacts and nurturing relationships to help develop and grow your own client base.
If you have dreamed of the flexibility and earning potential that being a self-employed Mortgage Advisor can offer, but need help making the switch, we have the answer.
With a salaried position for up to the first 12 months, whilst building a pipeline to help you move into self-employment with more security and stability.
This position provides administrative and operational support to ensure efficient and effective oversight activities.
The Compliance Administrator plays a crucial role in assisting the Third-Party Oversight Manager in managing the oversight process of Appointed Representatives (ARs), Introducer Appointed Representatives (IARs), and other third-party distribution relationships.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
Posted by Yolk Recruitment Ltd • £21K/yr to £24K/yr
Yolk Recruitment is delighted to assist an Equity release Legal firm in Gloucester in their quest for an Equity release advisor to join their thriving team.
Salary from £24,000/ Hybrid/ Based in Gloucester/ Full time/ customer service experience//
If you're seek for a supportive environment while handling diverse cases, this role might be your next career move.
Posted by Lawes Consulting Group • £45K/yr to £50K/yr
Purpose of role
To provide compliant and timely administration and documentation.
To develop our clients' business in line with business plans and budgets.
To use industry knowledge and experience, and work with brokers, staff and insurers to deliver appropriate and competitive insurance terms, conditions and service levels.