This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover.
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection.
You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.
This employed Financial Adviser job covering North Birmingham, Cannock and Wolverhampton provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
Are you an experienced paraplanner looking to transition to a Financial Advisor role?
We are seeking a dedicated Trainee Financial Advisor to work closely with our advisors, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE.
A well-known estate agency requires an experienced mortgage advisor or mortgage broker or mortgage adviser to offer whole of market mortgage and protection advice working from the very busy office in the Stoke-on-Trent, Staffordshire office dealing with mortgages up to £500k, with an average property value of £175k.
Main Duties
An excellent opportunity has arisen for an experienced fully CeMAP qualified (or equivalent) mortgage advisor ormortgage broker or mortgage adviser to work with an established team of professional introducers in the Stoke-on-Trent area.
General
Over 200 properties were sold per month in 2023, according to Rightmove, offering plenty of mortgage appointments.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cannock.
We are looking for someone Fully CeMAP qualified with 2 years of mortgage broking experience.
With leads provided by the Estate Agency team, this is a fast-paced office with excellent earning potential.
The busy branch requires an experienced fully CeMAP mortgage broker or mortgage adviser to work with the established team of introducers offering whole of market mortgage and protection advice to the new clients.
A well-known award-winning local estate agency requires an experienced mortgage broker or mortgage adviser to offer mortgage and protection advice working from the very busy office in the Cannock area.
Main Duties
An excellent opportunity has arisen for an experienced fully CeMAP qualified (or equivalent) mortgage broker or mortgage adviser to join one of the UK's largest mortgage broker firms and most successful independent estate agency brands in the Cannock area.