Whether this is your first Retail Advisor role - or you're looking to take the next step in your career, if you're self-motivated, engaged, and passionate about delivering an authentic customer experience, then we want to hear from you.
Join one of our O2 stores and you'll become part of a team that thrives on making our stores look great, delivering an exceptional customer experience - and supporting each other to learn new skills and develop your career.
What my client is ideally looking for is an enthusiastic adviser with 2 years demonstrable experience of providing compliant, whole of market mortgage and protection advice in a fast-paced environment.
Ideally an individual who is confident in a servicing environment, but with a desire to generate some new business and grow the opportunity over time.
With a retiree client bank to inherit, with an average of 40 reviews per month, and untapped protection opportunities, this is a standout Mortgage Adviser opportunity in Aberdeen.
Pre-qualified mortgage appointments and dedicated administrative support!
Abundance of leads provided!
The company are Scotland's largest estate and leasing agent with a national network of high street branches, including in the key cities of Aberdeen, Edinburgh, Glasgow, Perth and Stirling.
You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.
Responsibilities
New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion.
Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio and working to increase your own client bank.
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.
This is an exciting opportunity for an enthusiastic and dedicated individual to join a growing Mortgage and Protection advice team.
With one of the largest Brokers in the U.K. With superb company perks and progression routes this could be the chance to take the next step in your career.
Who We Are Looking For
Ideally, candidates will have previous experience in the Financial Services Industry and be fully qualified CeMAP Advisors with a minimum of 1 year of experience.