Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.
General
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
We are currently seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business who are looking to revolutionize the home moving process.
Working remotely, our clients are seeking a driven and forward-thinking Mortgage Advisor, with the opportunity to work on a self-employed basis.
Our clients will provide leads however they would also expect the successful candidate to have the ability to self-generate appointments.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
Are you keen to join a financial services network based in Scotland specialising in helping Mortgage Advisors improve efficiency, increase sales and develop your business profitability in a safe and business manner?
An experienced team of financial services individuals means that they understand how to best support Financial Advisors, Mortgage Advisors and Protection Advisors.
With 40 advisers nationwide across Scotland, our client company are seeking a further 10 advisers in Glasgow and Central Scotland.
As a Mortgage Advisor for the company, you'll be provided with an abundance of leads, and offer fee free advice, guiding clients throughout the mortgage process, helping them secure suitable mortgage loans tailored to their needs and financial circumstances.
Are you an experienced Mortgage Broker looking for the perfect company to grow your career?
Are you looking for; exceptional career opportunities, all leads provided, an amazing team environment, extensive benefits package including PMI & income protection!
Our retained client is a leading online retailer, with over 20 years of expertise they are true pioneers in what they do and the service they offer their customer.
A genuine path for career progression?
Are you looking for a customer service role that is more than just answering the phone?