Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
My high-profile banking client are recruiting for Cashpro and technical service advisor and The role is a hybrid role, with 3 days in the office and 2 days from home, working normal office hours.
Summary
Our Global Technology & Operations division seeks a professional CashPro & Technical Service Advisor to join their team in Bromley or Chester.
Ideally you will have some client facing technical support experience, preferably gained within financial services.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Blackheath area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced position with excellent earning potential and leads will be provided by the Estate Agency team.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £100K/yr
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seeking talented mortgage and protection advisor's to join the team.
If you are looking for unlimited leads, from proven sources along with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Mortgage Adviser Roles and Responsibilities
Utilise provided leads to connect with clients, understanding their financial situations, goals, and mortgage needs.