In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by THE OPENWORK PARTNERSHIP • £55K/yr to £90K/yr
Are you a Financial Advisor looking to join a thriving boutique business with opportunities for long term development, quality leads and genuine opportunities to grow your career and reach your potential?
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Posted by Mortgage Advice Bureau (MAB) • £26K/yr to £60K/yr
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
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.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Posted by Tallgrass Recruitment Limited • £32K/yr to £36K/yr
Key Responsibilities
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.
Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a IFA Administrator to join their team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.