Posted by Financial Divisions • £28K/yr to £30K/yr
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Client Services Administrator - £28k - £30k depending on experience plus benefits
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
Posted by BWD Search & Selection • £70K/yr to £80K/yr
The independent Financial Planning division of a high profile, Top 20 Accountancy firm are looking to hire a Financial Planner to their office on the SW London/Surrey border.
Working closely with a very experienced and successful Partner, you will take over around 50 clients (typically in the £500K-1M range) and grow your book through both internal and external networking.
The firm has an impeccable reputation and has been consistently recognised over the years for the quality of both its team and its client proposition.
This is an excellent opportunity for a practicing, qualified and experienced Mortgage & Protection Advisor to join an established Financial Services Company based in the Epsom area who specialise in providing outstanding mortgage advice.
Opportunity for either a recent graduate to break into Financial Services, or someone with strong admin or phones-based experience to get into a company that encourages growth and development.
Job Title/Location: Administrator, 5-10 mins walk from Epsom Station
Office/WFH: All training in the office, upon completion 3-4 days p/w office based & 1-2 days WFH
Posted by Mortgage Advice Bureau (MAB) • £25K/yr to £60K/yr
You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We are seeking an experienced and enthusiastic individual protection specialist to join our protection team based in CHEAM and you must be RO5 or CeMAP qualilfied.