The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is an exciting, successful, Independent Mortgage Brokerage who are currently experiencing large growth.
Due to business expansion and high demand the company are currently looking for three additional Mortgage and Protection Advisor's (handling mainly Residential and BTL cases initially at least) to join their team.
Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
My client is looking for an experienced finance professional to join their team due to growth within the business.
Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements.
Our professional services client is recruiting for an Advisor to maintain existing client relationships and to ensure commercial, tax and business planning opportunities are considered.
The successful hire will run a team of staff providing outsourcing and compliance services, working alongside the other lead relationship contacts.
Are you a self-motivated, dedicated, and ambitious person looking for a new challenge?
The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.
Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK's specialist finance marketplace.
The continuous growth has created new roles within the residential mortgage team.
We are seeking a highly motivated experienced Financial Adviser to join our growing business.
We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.
The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending.