We are seeking a self-motivated and experienced Mortgage Advisor or Mortgage Broker to join our wealth management client on a self-employed basis.
As part of the directly authorised Chartered Financial Planner firm, you will work remotely and from one of the market leading estate agency offices in Bexhill, providing expert whole of market mortgage advice to clients primarily located in Bexhill, with additional leads coming from satellite offices in Tenterden and Rye.
The relationship between the estate agency and the wealth management firm goes back over 30 years!
Independent financial advisory practice providing bespoke financial planning solutions throughout Sussex have an opening for Financial Services Administrator to join their financial planning team based in Eastbourne.
As the Financial Services Administrator you will be a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
You will organise existing and prospective client meetings and prepare client documentation required.
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.
General
Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.
Overview
A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.