The successful candidate will be an experienced IFA Admin or Customer Adviser, who is delivery orientated and a well organised individual with experience within a financial planning environment.
The idea candidate will have a strong desire to do a good job , be personable and have a positive "can do" outlook on life.
The role will involve plenty of customer contact and inputting of data.
The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
One of our highly respected, market leading & award winning mortgage broker and estate agency business partners, is seeking a fully CeMAP (or equivalent) qualified Mortgage Advisor to work in the local ST ALBANS estate agency business!
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.
This is not a hybrid or remote role and you will be expected to work in the branch network and live within reasonable commuting distance!
The position will require a CeMAP-qualified Advisor with their own client bank, which will be supplemented with Leads from our clients.
Due to expansion and an increase in business, our clients, an independent practice based in the Borehamwood area, are looking to recruit a Self Employed Mortgage Advisor.
Our clients are offering this position as either remote or office-based.
My client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections.
The company employs ten people in total, including three Advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
Connells in St Albans offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £40,000 realistic and achievable Warm leads Industry leading training Agile and nimble IT systems
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CeMAP 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.