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Financial Administrator (Financial Services, Mortgage, FCA, Insurance) Billericay, Essex Circa £20,000 - £23,000 DOE Are you looking for that next step in your career, to work for a leading and award winning organisation, who offers career progression? Hours: Monday to Friday (9am-5pm) 25 days Holiday Bank Holidays Bonus Scheme 6 Month Induction Career Progression - they like to grow their own! Partner Programme for long term employees Our client, a leading and award-winning specialist Lender within the financial services and mortgage sector are currently recruiting for an experienced Sales Support Administrator to join their thriving and successful sales team. The role has been created following new and recent growth in the business and successfully winning new contracts. You will be responsible for providing administrative support to their existing business. Their business is split across two sites, which may require team members to work in their Billericay or London office depending on the needs of the business. But predominately, you will be based from their Billericay office. The Role: Support to Specialist Consultants in both their London and Billericay office, in the processing of specialist lending applications Call handling and monitoring as part of the team Providing support to routine administrative tasks, including data inputting and processing Assisting correspondence between the sales team and introducers Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner Liaising with lenders and third parties on behalf of the consultants Complete MI tracking and business case level monitoring Booking appointments and managing the diary of the colleagues when requested Undertaking basic administrative duties across the business Booking appointments with lenders and clients where appropriate Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures The Candidate: Previous administration, sales support, data processing experience within the financial services or mortgage sector will be considered automatically We will consider candidates without the financial background BUT you will need to be a strong Administrator We will automatically accept candidates who have a background within FCA, Financial Services, Mortgage and the Insurance sector You will need to be driven, a self motivator and have the ability to learn new skills quickly Strong communication skills A strong grasp of written English Excellent proof reading skills Computer Literate in Microsoft Windows - Word, Excel & PowerPoint A team player and the motivation to go above and beyond for their customers FCA, Finance, Mortgage, Insurance
Financial Advisor Independent Financial Advisor £100,000 - £150,000 Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor's across the UK. A leading provider of financial education in the workplace supported by guidance and advice. Educating employees about investments, retirement and tax planning through seminars, the group creates over 15,000 new appointments per year. THE ROLE Financial Advisor Leads and clients provided Qualified meetings booked into adviser's diary Advising clients in your local area Conduct fact-find meetings with new and existing clients Prepare financial plans to ensure clients meet their goals Build your client book Grow your recurring income Work from home BENEFITS Market-leading self-employed contract OTE: £100k Average earnings across the UK c£150,000 Un-capped earnings Back-office support Adviser retirement package WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified Financial Advisor with 1-year minimum experience Experience of providing holistic financial advice Good at business development or looking to build up own client book You may have a client book and need a superior proposition NEXT STEPS Click on the apply button and remember to attach a copy of your CV. Synonyms: Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning Vision-FS Recruitment is a leading UK based Financial Services Recruitment company. Financial Planning Wealth Management Employee Benefits www.vision-fs.co.uk