Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by Psixty Recruitment Ltd • £40K/yr to £50K/yr
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.
The firm has a large number of clients and they are looking to get an experienced advisor on-board to help the existing advisors ensure their clients get the best possible service.
If you are an experienced financial advisor who is looking for a client servicing advice role, then this position could be for you.
The Mortgage Brokerage believe in empowering our clients with tailored financial solutions and expert advice.
With a hybrid work model focusing on work-life balance, benefits, competitive salary and excellent commission incentives, this is the perfect place to take your mortgage advisory career to the next level.
Based in Hertfordshire, our team is dedicated to delivering exceptional mortgage and wealth management services.
Posted by Clear IT Recruitment Limited • £35K/yr to £55K/yr
General
My client is a multi award winning, top 100 national chartered accountancy & business advisory firm with national expertise offering a full range of services.
A fantastic opportunity has arisen for an experienced Tax Advisory Manager or Consultant to join my clients team in their Hertford offices on a hybrid basis.
Duties & Responsibilities
- Maintaining relationships with clients, working closely with them to obtain relief from inheritance tax as well as mitigating any increased exposure to inheritance tax going forward.