They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.
Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK.
We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations.
As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
Who pride ourselves on their well-rounded portfolio and the trust their clients place in them.
ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship.
A key client of mine who I have placed 4 staff with are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
Working closely with a diverse portfolio of clients from various sectors, you will be providing expert advice and be their main point of contact for the firm.
Perfect role for someone with an accounts or audit background within practice, seeking a change to a client facing role where you will be able to utilise your experience and expertise.
We are delighted to bring this exciting and varied role to the market with one of our most well-established clients.
As an Client Relationship Specialist, you will be working in a fast paced, client focused environment, generating opportunities for mortgage consultants, managing inbound lead flow and distribution, managing renewal activity and providing exceptional post-sale support to our clients.
We are looking for an enthusiastic customer focused individual to join our Mortgage processing team, as part of our Mortgage Club in our Camberley Office.
This will be alongside study towards industry recognised qualifications to support your career progression.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).