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 is looking for an experienced finance professional to join their team due to growth within the business.
Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements.
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.
Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
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.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.