Are you a fully qualified Mortgage Adviser with experience of providing a first class advised customer service to all types of mortgage customers?
If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on a challenging and rewarding adviser role.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
As a Paraplanner, you will play a key role in supporting a team of financial planners in delivering comprehensive financial planning and investment advice to their clients.
About
This is an opportunity to become part of a leading financial services company specialising in providing personalised investment solutions to individuals and businesses.
With a strong commitment to delivering exceptional client service and a focus on long-term financial planning, this business has established a reputation for excellence in the industry.
Our client is looking for an EA in Dundee - this is a really exciting and interesting role!
Description
Proactively manage extremely busy diaries, including scheduling meetings, appointments, coaching calls, business leader group sessions, and Teams calls.
As an Internal Sales Advisor, you will play a vital role in our clients sales operations by handling various tasks to support our sales team and ensure customer satisfaction.
Your duties will include
- Efficiently inputting sales orders into system and ensuring accuracy in all transactions.
- Attending trade shows to showcase products/services and network with potential clients.
You will be responsible for to providing advice to the clients and deliver tailored solutions across the areas of retirement, investment, and protection planning.
Trainee Financial Planner required by a growing wealth management firm based in Dundee.
This role offers an existing client bank as well as full administrative, technical and compliance support.
No shift work, hybrid option after training, free parking, a positive and fun environment - these are just some of the great perks available to Helpdesk Advisor working for this business.
Due to location you must have your own transport
In this role you will
- act on instruction given to you by customers, this requires active listening skills.