My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and Surrey.
Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k bonus, Full study support - Chartered IFA firm
They have 1000 clients in their current setup with on average £500k of assets to invest per client but their top clients have multiple millions to invest and nearly £1bn AUM.
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 Sutton, London.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced office with excellent earning potential and leads will be provided by the Estate Agency team.
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)