You will help clients secure the best mortgage product to suit their needs, providing expert advice and guidance to clients on their mortgage options and help them navigate the mortgage application process.
Are you an experienced Mortgage Advisor looking for a self employed work from home position... with all leads provided?
As a Self employed Mortgage Broker for the company, you will handle a varied range of mortgages cases, it is important that you have a broad knowledge and in depth understanding of the UK mortgage market.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role.
With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets.