One of our highly successful appointed representative (AR) business partners with a hugely successful track record, now seek dynamic, experienced and suitably CeMAP (or equivalent) qualified individuals to offer mortgage & protection advice to a quality lead source of potential customers.
These customers will be requiring all manner of mortgage & protection advice and will be from across the whole of the UK.
Mortgage Advice Bureau (MAB) is a multi-award winning national mortgage broker & network who have won over 200 nationally recognised awards in the past 5 years.
Comprehensive admin support to the financial advisers to include (but not limited to):
Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire.
The role will require working both in the office and remotely.
Our client, an award winning financial planning firm in Macclesfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Support the mortgage and protection adviser by inputting client information on the IT systems, preparing documentation for the client and liaising with client, lender, protection provider, solicitor and adviser until the mortgage completes and the policy is put on risk.
Our client is a busy and well-established financial services firm offering mortgage and protection advice.
They are currently looking to recruit a Mortgage & Protection Case Manager to work from their modern offices in Macclesfield Cheshire
Premier Estates is an award-winning managing agent that successfully maintains one of the largest and most diverse residential property portfolios in the UK.
Our success is founded on the fundamental principal of effective communication and unsurpassed customer service, establishing rewarding and lasting relationships with our many satisfied clients.