Any background considered; full training will be provided.
You might currently be working in administration or seeking to change direction after a career in another area if you think you are the one for us, please apply!
Exciting opportunity to join an established local financial planning firm in Twickenham.
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
Key Contributions
Accurate upkeep of the client details to ensure accurate records are maintained.
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
We are currently looking for a Mortgage and Protection Adviser to join our fantastic client.
Who are looking for a Mortgage and Protection Adviser to join their team in Isleworth.
They are experiencing high levels of business at present and are seeking a driven Mortgage and Protection Advisor who can provide excellent customer service with the ability to hit targets.
Conduct thorough analysis of credit data and financial statements to determine risk in extending credit for mid-ticket transactions and sales-aid leasing/flow business as needed.
General
As a Credit Underwriter, you will play a pivotal role in evaluating and underwriting business channels, maintaining governance, and promoting best practices in credit processes.
Our client is a world leader in asset finance, providing vendor and equipment finance across various markets, including Hi-tech, Transport, Construction, Industrial, Medical, Public Sector, and Agriculture.