The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
Our clients are fully independent and offer whole of market advice in a variety of services.
Group Tax's responsibility is to manage the Bank's worldwide tax position, with responsibilities ranging from advising on the tax consequences of transactions, ensuring compliance with local tax obligations, producing tax data for financial and other reporting purposes, handling tax audits and disputes, to working with industry and governmental bodies on the development of legislation and practice.
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Our client, a well-respected and successful advisory firm, are looking for an experienced mortgage adviser to join the team; The firm are eager to find an adviser who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as further back-office support
Key Responsibilities
You will meet with prospective clients and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of service that they wish to receive.
The company are expanding due to increased business levels and in turn are currently keen to recruit several Mortgage Advisor's nationwide on a self-employed basis, to join their team of experienced Advisor's.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a modern, growing, established, successful and directly authorised, Independent Mortgage brokerage.
We provide specialist mortgage advice to clients directly over the telephone on a national basis and package for brokers where they choose to provide the advice.
Salary £30,000 to £35,000 basic depending on experience.
We are excited to be working with an established brokerage and mortgage packager.
My client is seeking a Financial Advisor to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.