Position Overview: Seeking a motivated and experienced Mortgage and Protection Advisor to join the team in the Glasgow.
Company Overview: My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients.
They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Position Overview: Seeking a motivated and experienced Mortgage and Protection Advisor (that has had exposure to New Homes services) to join our team in the Glasgow.
Company Overview: My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients.
They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.
Our expanding Client, one of the fastest growing Commercial Insurance Brokers in Scotland, is recruiting for a Commercial Client Advisor.
You'll be an experienced Commercial Insurance professional and self motivated to provided first class service to your Clients and be looking to join a successful, busy but friendly team.
You will be able to work on a hybrid basis between your home and their office.
A well-established insurance group who has a number of sites across the UK and are a well renowned Private and Public Hire specialist now seek to appoint a new Sales Advisor to their Glasgow (G4) office.
The purpose of the role is to provide new insurance quotations for Public and Private Hire insurance clients, working off a lead management system, you will have leads provided too you as well as some aggregators to work with, and self-generating too.
The role requires dealing with clients over the phone and via e-mail to ensure sales targets are maximised, through the provision of efficient communication & negotiation skills.
You will be joining a prestigious, award-winning Glasgow city centre-based law firm as a Legal PA to the Risk Advisory Team within the Health, Safety & Regulatory department.
Your new company
You'll be welcomed as part of a hardworking and commercially minded team, having the opportunity to work with industry-leading experts in their field.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
Exciting opportunity for a Financial Advisor to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.