Our Contact Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Collating of client data to provide a detailed client overview.
Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
We're seeking Trainee Mortgage Advisers to join our successful team.
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.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser.
This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits.
The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors.