Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008.
Do you have outstanding telephony and customer service skills?
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
The firm in question is passionate about making financial planning accessible to everyone.
Job Description
Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
Preston Area - Home based
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes?
Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.
Benefits
Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.