Posted by Coast Specialist Recruitment • £28K/yr to £40K/yr
General
Our client a very well established wealth manager is looking for an experienced Paraplanner to join there dynamic team.
The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
Key Responsibilities
Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
Posted by Coast Specialist Recruitment • £35K/yr to £45K/yr
General
Our client a very successful wealth manager looking for an experienced Mortgage Adviser to join the growing business.
Main responsibilities
As a mortgage and protection adviser you will be able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
Posted by Coast Specialist Recruitment • £20K/yr to £28K/yr
General
Our client a well established wealth manager is now looking for a trainee Mortgage Adviser to join the growing team.
We provide financial advice, wealth management, fund management and ongoing service support for pensions, investments, life assurance, employee benefits and mortgages.
About the role
You will be employed as a mortgage administration with the aim to becoming a mortgage adviser.
In this role you will work alongside employee benefit consultants and assist them with processing cases for group pensions, and group risk and be actively involved in group protection scheme re-broking.
This employee benefits arm of a national wealth planning and investment management firm is currently seeking an employee benefits administrator in East Malling (hybrid working).
As part of this role you will also help process monthly pensions, calculating pension forecasts, preparing for review meetings and liaising with clients.