My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
We are looking for an Experienced Mortgage Broker to join us in Surrey, who has ideally looked after high net worth clientele, to join our premium Estate Agency Partner Hamptons.
This role is also hybrid, whereby at a minimum you are required in the office 3 days a week and then 2 days from home ( once fully trained and authorised)
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.