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.
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
General
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
Job Description
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.
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
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
Salary to £23,000 plus benefits and bonus
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
Posted by Halecroft Recruitment • £25K/yr to £30K/yr
The role
Responsible for sending introductory emails to all new enquiries.
General
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon Fri 8.30 am 5 pm
Posted by Halecroft Recruitment • £25K/yr to £30K/yr
The role
Responsible for sending introductory emails to all new enquiries.
General
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon Fri 8.30 am 5 pm