Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor.
The role will be to take 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.
Up to £35,000 Commission Private Health Care Pension Contribution Many more
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.
This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients
As an IFA Client Support Associate, you will be actively supporting their busy Financial Advisors through carrying out high quality research and writing detailed reports.
Fast Track Mortgage Adviser Academy offering an outstanding opportunity to commence a long-term career in Financial Services becoming a full time, employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers with a choice of home or hybrid working after the first 16 weeks of office-based training.
Basis: Full time, permanent, employed role.
(Home based once the first 16 weeks of training at our offices is completed)
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.