They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
My client is looking for an experienced finance professional to join their team due to growth within the business.
Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements.
They provide independent financial advice and manage investment services for High-Net-Worth individuals and their families.
I'm working with an IFA firm who are based in Central London.
You would be providing full administrative support to two Advisers and a Senior Associate with a rapidly growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy.
Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training.
Excellent opportunity to take on a newly created role in a growing local company.