Working in an established team of Mortgage Administrators, the successful candidate will be tasked with the front and back end administrative support of a number of Mortgage Advisers.
A new opportunity has become available for an enthusiastic individual to join one of the UK's most dynamic national financial advice firms as a Mortgage Administrator, at their Central Swindon location.
Tasks will include
Submitting cases to lenders and uploading relevant documentation.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced administrator to support the office.
Working in a team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all administrative and secretarial duties.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Reed Financial Servies are pleased to be supporting a leading Wealth Planning business in Bristol on the search for a Operations Integration Manager.
This is not a project management role, they are looking for someone who is a pure generalist, rolling up sleeves and delivery on the outputs from the projects and focus will be integrating the business from an ops point of view on the back of rapid M&A.
This is a hybrid role, need to be in the office 3 days a week, so ideally close to Bristol, or reasonable commutable distance.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.