They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Role: Independent Financial Planner
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Our client, a well-established and hugely-successful business who are leaders within their industry is seeking a Customer Service Advisor to join their team on a permanent basis.
This is a great opportunity for someone seeking their first office-based job as a Customer Service Adviser, either after Education or working in Hospitality or Retail, where you have gained experience liaising with customers both over the phone and face to face, providing a high level of customer service at all times.
As part of this role you will be acting as the first point of contact, answering customer queries, redirecting calls and upholding a high level of customer service and standards at all times, whilst being given the opportunity to progress within the business moving forward.