We are seeking a highly motivated experienced Financial Adviser to join our growing business.
We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.
The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
HCC Services for Young People is the primary provider of youth work, career education information advice guidance and work related learning in Hertfordshire.
Our vision for young people is clear.
We want young people to succeed, and by working for us you'll be key to enable this to happen.
The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.
The continuous growth has created new roles within the residential mortgage team.
Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK's specialist finance marketplace.
My client is looking for an experienced finance professional to join their team due to growth within the business.
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements.
Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.