As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals.
We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years.
General
You will be required to be fully Level 4 qualified; CAS status is preferred but not essential.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
This Customer Service Advisor role will involve handling a high volume of VCC transactions to ensure these are reconciled and authorised, working with colleagues within TC Support and the wider business, too.
This is a great opportunity for a team player who has first-class attention to detail, customer service experience, and is highly numerate.
You will provide industry-leading support throughout our Reconciliations Function.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
We are seeking a dedicated customer service advisor to join our busy repairs and maintenance team on a 2-month contract basis.
As a vital member of our team, you will be responsible for providing excellent customer service to our clients, ensuring their needs are met promptly and efficiently.
Responsibilities
Act as the first point of contact for clients, handling inquiries and requests with professionalism and empathy.