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.
Due to this they need to bring on an additional T&C Manager to supervise the Advisers of the network, ranging from newly qualified through to highly experienced Planners.
The base salary for this role is iro £45,000-£50,000.
I am working with a respected network who has enjoyed success recently with the new member firms joining and the teams growing.
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.
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.
Working in Central Altrincham the successful Candidate will provide direct support to a team of experienced Financial Planning Administrators, who are working directly for busy Financial Consultants.
NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to recruit an additional Administrator to join their large team in Altrincham.
Daily duties will be varied and will consist of
" Processing of new applications for Pensions, Life Assurance and Investments.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.