Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
Scope of Role
As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
General
Industry: Financial Services
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
Salary Up to 25,000
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.