Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £100K/yr
Mortgage Adviser Roles and Responsibilities
Utilise provided leads to connect with clients, understanding their financial situations, goals, and mortgage needs.
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seeking talented mortgage and protection advisor's to join the team.
If you are looking for unlimited leads, from proven sources along with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Utilise warm estate agency leads to offer the best suited advice to clients and be supported by a full team of administrators to keep you focussed on writing business and earning money.
Office based in Purely
This role is for those who are looking to be busy writing business and be fully supported by a team of professionals.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Blackheath area.
This is an extremely fast-paced position with excellent earning potential and leads will be provided by the Estate Agency team.
The successful candidate will provide excellent customer service with the ability to hit targets.