We are seeking a self-motivated and experienced Mortgage Advisor or Mortgage Broker to join our wealth management client on a self-employed basis.
As part of the directly authorised Chartered Financial Planner firm, you will work remotely and from one of the market leading estate agency offices in Bexhill, providing expert whole of market mortgage advice to clients primarily located in Bexhill, with additional leads coming from satellite offices in Tenterden and Rye.
The relationship between the estate agency and the wealth management firm goes back over 30 years!
Competitive Salary Hybrid working Fixed Term Contract Full Time
We are currently looking to recruit a PA to provide comprehensive and proactive support to the Divisional Managing Director, and to also support the wider South Coast Senior Management Team on a Fixed Term Contract.
Key Responsibilities of a Personal Assistant
Maintain and update diaries, identifying and prioritising tasks (using Microsoft Outlook).
Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.
Overview
A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.
Main Duties
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.
My client, a leading full service firm in East Sussex, seek a Private Client Lawyer with a minimum of 2 PQE.
The firm are long established and boast a highly regarded Private Client department made up of several partner led teams which serve clients throughout the region.
Due to an abundance of work they are looking for an experienced lawyer to join one of their thriving teams and undertake a varied caseload of Wills, Probate Administration, LPA's and Deputyship Applications.