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 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)
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
Our client is seeking someone who has excellent communication skills and the ability to deal with customers and colleagues in a polite and professional manner.
You will be able to communicate at all levels within the business and act with discretion when dealing with matters of a confidential nature.
You will assist customers with the loading and unloading of machinery and have good keyboard and PC skills as well as a good knowledge of Word & Excel.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team.
General
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients.
With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.