They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
Taylors in Stony Stratford offers structured and transparent progression opportunities Competitive basic salary OTE year one £25k-£30k realistic and achievable Warm leads Industry leading training Agile and nimble IT systems
You'll be the go to person for providing regulatory advice across LifeSearch, guiding our teams and helping ensure we're always compliant with FCA guidelines.
General
At LifeSearch, our Compliance Advisory Officer will play a crucial role in making sure we meet our regulatory requirements and deliver the best possible outcomes for our customers.
If you're a detail-oriented problem solver with a knack for simplifying complex regulations and communicating them clearly, this is the role for you!