As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
The successful individual will be involved in all stage of a deal from start to finish, including:
SJC Partners have been mandated by a leading M&A Boutique to recruit an M&A Associate to take the lead in the execution of sell side transactions.
The firm have access to a particularly strong deal flow, from both a regularity and quality perspective and with a deal range of £20m to £500m across a wide range of sectors.
Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
General
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Posted by Halecroft Recruitment • £25K/yr to £30K/yr
General
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon Fri 8.30 am 5 pm
The role
Responsible for sending introductory emails to all new enquiries.
Posted by Halecroft Recruitment • £25K/yr to £30K/yr
General
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon Fri 8.30 am 5 pm
The role
Responsible for sending introductory emails to all new enquiries.