A fantastic opportunity is available for an experienced Mortgage Broker / Mortgage Adviser to join our client, a leading financial services provider specialising in property finance solutions for both residential and commercial property.
You will be responsible for providing professional mortgage and protection advice to clients, with a focus on HNW clients.
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k 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.
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.