Currently seeking a highly motivated and experienced Financial Advisor to join the team.
About the Company
A leading financial services company based in Dundee, providing comprehensive wealth management solutions to a diverse clientele, including individuals, families, and businesses.
With a strong commitment to personalised service and expert financial advice, this business aims to help clients achieve their financial goals and secure their financial future.
To be successful, you will build a detailed picture of your local marketplace - targeting businesses to get a great understanding of their objectives to identify new opportunities, showcasing our cutting-edge vehicle and support services, our hugely talented people, and our exceptional focus on adding value to our partners' business.
We have an exciting opportunity for an accomplished and ambitious New Business Manager to join our growing team, where you will promote usership over ownership' to maximise sales opportunities across your territory.
With a closely-knit, centralised support hub helping you prepare carefully designed solutions and tailored proposals for your clients, you can focus on what you are good at - developing your pipeline, bringing to life the Northgate experience, and making us the partner of choice.
To be successful, you will build a detailed picture of your local marketplace - targeting businesses to get a great understanding of their objectives to identify new opportunities, showcasing our cutting-edge vehicle and support services, our hugely talented people, and our exceptional focus on adding value to our partners' business.
We have an exciting opportunity for an accomplished and ambitious New Business Manager to join our growing team, where you will promote usership over ownership' to maximise sales opportunities across your territory.
With a closely-knit, centralised support hub helping you prepare carefully designed solutions and tailored proposals for your clients, you can focus on what you are good at - developing your pipeline, bringing to life the Northgate experience, and making us the partner of choice.
About the opportunityThis is a fantastic opportunity to join a business that puts the customer at the heart of all our decisions and excels in delivering the best experience possible for our customers and colleagues.
We are committed to providing a high standard of care to our customers, recommending products to aid their health and lifestyle.Important responsibilities include
You'll join a culture where everyone is passionate about their role and together these elements will play a big part in making us the leading High Street Opticians.
If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on a challenging and rewarding adviser role.
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 a fully qualified Mortgage Adviser with experience of providing a first class advised customer service to all types of mortgage customers?
This firm provides impartial, specialist advice for individuals and corporates on pensions, retirement planning, inheritance tax planning, investments, and protection.
Experienced Paraplanner required by a growing wealth management company in Dundee, to provide technical support to a team of financial planners.