Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
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.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Our client is looking for an experienced customer service advisor to join their busy team.
If you are available immediately and have previous customer service experience in a contact center/helpdesk or office-based customer service environment then this could be the role for you.
In this role you will be
Providing a front-line service for any enquiries from customers via telephone, email or face to face and seeing the process through from start to finish with each query/complaint or enquiry.
We are seeking a Customer Contact Advisor to join our clients Contact Centre team.
This role is ideal for someone who is passionate about delivering exceptional customer service and is comfortable handling a variety of queries through phone, webchat, or email.
Day-to-day of the role
Engage with customers over the phone, through webchat, or by email, providing personable, empathetic, and knowledgeable support.
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.
As a Mortgage Advisor for the company, you'll be provided with an abundance of leads referred directly from the Estate Agent you work alongside, guiding clients throughout the mortgage process, helping them secure suitable mortgage products that are tailored to their needs and financial circumstances.
Your role will involve assessing clients' eligibility, researching mortgage options, offering sound advice, and facilitating the application and approval process, as support, you will support to assist you with your administration, allowing you more time to focus on providing outstanding customer service to your clients.
Self Employed Mortgage Broker with all leads provided!