Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008.
Do you have outstanding telephony and customer service skills?
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
We pride ourselves on providing clients with unparalleled service as we support them through the process of selling or buying a business and help them achieve their goals.
The Group is a collection of the most respected and leading boutique business brokers in the marketplace.
Altius Group is the market leader in business sales transactions for corporate enterprises.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Are you looking for an Employed Remote role with all clients provided, pre-qualified appointments, full administrative support and exceptional earning potential!