Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £100K/yr
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seeking talented mortgage and protection advisor's to join the team.
If you are looking for unlimited leads, from proven sources along with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Mortgage Adviser Roles and Responsibilities
Utilise provided leads to connect with clients, understanding their financial situations, goals, and mortgage needs.
A well-known estate agency requires an experienced mortgage broker or mortgage adviser to offer mortgage and protection advice working from the very busy office in the Crystal Palace office dealing with mortgages up to £1.5m, with an average property value of £450k.
Main Duties
An excellent opportunity has arisen for an experienced fully CeMAP qualified (or equivalent) mortgage broker or mortgage adviser to join one of the best-known estate agency brands in the London area, working from a busy office in Crystal Palace.
General
The Sutton estate agency office has a database of existing clients of over 500, deals with properties up to £1.5m with an average property value in the area is £450k with over 100 properties sold per month in the area.