This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages.
Providing direct Administration support the role will be varied, fast paced and demanding where duties will consist of;
A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.
Posted by Mortgage Advice Bureau (MAB) • £50K/yr to £70K/yr
We are looking for experienced and enthusiastic individuals to join our mortgage & protection team and be CeMAP qualilfied or equivalent to offer advice & recommendations for customers with one of the UK's leading online estate agencies.
You will be responsible for conducting high quality calls to customers and providing regulated advice to them, focusing on appropriate outcomes.
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.
Posted by IDEX Consulting Ltd • £50K/yr to £70K/yr
Would full paraplanning and admin support free up your time so you can spend more time advising clients?
Are you open to taking on an existing book of business made up of pre and post retired clients?
As you are currently considering your options at the moment, this is an opportunity that would give you the platform you would need to kick start you with a quality bank of clients, all the back office support required and modern back office systems.
To ensure that client tax returns (and related administration work) for which she/ he is personally responsible are produced in a cost effective, compliant and efficient manner to the standard required by the Firm and by any external bodies.
General
This roll will provide the opportunity for you to eventually be responsible for your own portfolio of personal tax client and also to gain exposure to basic tax planning and providing tax advice to your clients.
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
Posted by Mortgage Advice Bureau (MAB) • £50K/yr to £60K/yr
One of our highly successful, market leading mortgage broker partners are seeking fully CeMAP (or equivalent) qualified Mortgage & Protection Advisers as a result of continued growth plans and this business are really going places, it really is a fantastic business to work for!
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.
Working from your home base with occasional visits to their busy head office in St Neots for meetings and company events, you will have access to a variety of quality leads generated from various sources, and have your own client bank too.
Our client has established a streamlined system that enables Protection Advisers to focus on what they do bestproviding expert protection advice to clientswhile working alongside a supportive team.
What if you could work from home, collaborate with two experienced Mortgage Advisers, and focus on out-of-clawback protection leads?
If this sounds like the perfect fit for you, read on!