In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Posted by Aimee Willow Connex • £80K/yr to £120K/yr
The Role
Recommendation to underwrite loans against agreed lending criteria.
You will be required to be alert to the risks attributed to an application ensuring that both the loan is suitable and fit for purpose.
This role is overseeing the bridging lending process following handover from the BD Team, assessing credit worthiness and the project viability through to draw down, deal completion.
The team process daily requests via a workflow tool to maintain supplier bank details, assist in the process of tenant refunds, movement of cash, management of daily float and manage the opening/closing of bank accounts as well as maintain user access.
The team manage circa 200 mid-month and month end bank reconciliations, including the main Lloyds account reconciliation using dedicated software.
The role of the Reconciliation and Control Administrator requires problem solving and analytical skills as well as excellent attention to detail around Risk and Control.
This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Posted by The New Homes Group • £23K/yr to £70K/yr
With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser, after just 24 months of training, in a role that offers a genuine opportunity for a long-term career in Financial Services.
For September and October 2024 we now have an additional five new opportunities to join the UK'S leading new homes mortgage provider to become a Trainee Mortgage Adviser.
Once your training is complete you will become a full time and fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers.
At Metro Bank, people come first - our culture is all about bringing the best out in our colleagues, and making sure everyone feels valued, respected, seen and included.
We have been awarded the "Most Loved Workplace"!
We strongly believe in a diverse and inclusive workplace and to find the very best person for the job, we always look across a wide range of diverse communities.
Posted by The New Homes Group • £23K/yr to £70K/yr
With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser, after just 24 months of training, in a role that offers a genuine opportunity for a long-term career in Financial Services.
For October 2024 we now have an additional five new opportunities to join the UK'S leading new homes mortgage provider to become a Trainee Mortgage Adviser.
Once your training is complete you will become a full time and fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers.
We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance.
We Are TransUnion:TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics.
Ecology Building Society envisages a world where finance is a force for good, where every investment contributes to a healthier planet and a more equitable society.
They're not just imagining this future, but building it - one sustainable project at a time.
Do you want to help build a greener future
We are delighted to be working in partnership with Ecology Building Society, in search of a Financial Controller for a newly created position.