Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes.
We are seeking an experienced and enthusiastic individual protection specialist to join our protection team based in CHEAM and you must be RO5 or CeMAP qualilfied.
We are seeking experienced Mortgage Underwriters to join a super client based in Surrey.
You will be tasked with assessing loan applications to ensure that all relevant documentation is received and reviewed, and that eligibility is checked against company standards and criteria.
You will be working within the BTL market and applicants must have strong experience within complex and portfolio BTL, Ltd Company, SPV etc.
My client are an independent wealth planning firm in Sutton who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
Many of their clients have been with them for many years and so they have a big emphasis on intergenerational wealth planning and work with every level of a family to ensure their financial legacy is kept in tact.
The business manages over £200m of assets across pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection.
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management.
The successful candidate will most likely be working in a position with Trustee services and governance responsibilities included, however Unilever are also open to considering candidates looking to step up into this type of role as long as you are able to demonstrate the right skills and traits in order to succeed!
Calling Pensions professionals who would like to work for the leading 'In House' Group Pensions department of a globally respected FMCG organisation!
As the Pensions Technical and Trustee Services Executive you will be responsible for assisting the 'Head of' and providing specialist Pension services across areas including Pension governance, scheme legislation & compliance, communication and Pension policies.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection.
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management.