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.
You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes.
We are seeking an experienced and enthusiastic individual protection specialist to join our protection team based in CHEAM and you must be RO5 or CeMAP qualilfied.
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
We are looking for an Experienced Mortgage Broker to join us in Surrey, who has ideally looked after high net worth clientele, to join our premium Estate Agency Partner Hamptons.
This role is also hybrid, whereby at a minimum you are required in the office 3 days a week and then 2 days from home ( once fully trained and authorised)
Our client, a major name within financial services, are currently recruiting for an experienced Mortgage Assessor /Underwriter to join their growing team.
MORTGAGE ASSESSOR / UNDERWRITER - EPSOM - C £40K
You must have industry experience, with a minimum of two year's in an underwriting, broking or claims role.
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to existing customers regarding their Mortgage, Investment and/or Savings Accounts.
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
These are not automated roles and will is a mix of administration and customer services, where you will be involved in:
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in: