Organisation Description My Client are a well known leading IFA company in Cambridgeshire who are looking to add to their business and are seeking an IFA Sales Support Administrator to join their team. Job Description To provide an efficient administration service for Advisers. To assist the Advisers in the procurement and processing of new business and the servicing of existing ...
Location Peterborough Role/Person Experienced telephone Brokers to provide life, general insurance and re-mortgage advice and guidance to customers. All telephone appointments are pre-qualified and with existing customers who are ready for a review of an existing product. You will conduct 4 - 6 telephone appointments per day (mixture of 1st, 2nds 3rds) and work with circa 60 leads p...
Location Colchester Role/Person Experienced telephone Brokers to provide life, general insurance and re-mortgage advice and guidance to customers. All telephone appointments are pre-qualified and with existing customers who are ready for a review of an existing product. You will conduct 4 - 6 telephone appointments per day (mixture of 1st, 2nds 3rds) and work with circa 60 leads per ...
A National Mortgage and protection broker is looking to recruit hungry mortgage advisers who are stuck in a rut. Perhaps you are an estate agency based broker who is looking for an increase in wages and do not like to be micro managed or a self employed adviser who is struggling for leads. We have over 70 advisers across the UK at the moment and are looking to increase in size due to the level business available. <strong...
Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several experienced Mortgage Advisor’s to join their growing team. Candidates will be required to visit clients generated from pre-qualified leads and sell a range of mortgage and protection products. The role is primarily field based so candidates need to be self motivated and able to develop relationships with...
Our client is a well established IFA practice based just outside of Cambridge, and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding and successful team. With access to a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clie...
A leading Wealth Management Firm is looking for two experienced IFA sales support administrators for their busy Cambridge offices. Your responsibilities will include assessing clients file documentation in accordance with compliance requirements, developing and maintaining effective relationships with clients and advisors, maintenance of adviser office, coordinating billing of fees with the Wealth Adviser, and other ...
Whole of Market Mortgage Adviser - St Neots Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage service provider. Covering the St Neots office, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: Full CeMAP Proven track recor...
Our client, one of the UK’s leading mortgage brokers, is currently looking to recruit an experienced Mortgage Adviser’s to help grow a new department within their award winning company. Candidates will be required to sell a range of mortgage and protection products to client introduced to them via various channels. As this is a new team within the company candidates need to be extremely self motivated as our client is looking for the ...
Our client is a leading employee benefits specialist with a unique and compelling proposition. Due to continued growth they are now looking to recruit a Sales Executive to support their key accounts. As a major player in the private health insurance and mobility markets our client strives to do things quickly and efficiently, so much so that 80%+ of customers recommend them to friends and colleagues. Passionate about custom...
Morris Jones Consulting Ref: M839934MBM Job Title: Office Based Mortgage Broker - Ely Salary: £18,500 - £27,500 basic, plus car/car allowance, OTE £50,000 Overview: A well respected national chain of estate agent with offices throughout the South of England is seeking an experienced fully CeMAP mortgage broker to work from the busy office...
Morris Jones Consulting Ref: M985465MBM Job Title: Office Based Mortgage Broker - Cambridge Salary: £18,500 - £27,500 basic, plus car/car allowance, OTE £50,000 Overview: A well respected national chain of estate agent with offices throughout the South of England is seeking an experienced fully CeMAP mortgage broker to work from t...
Our client, one of the UK’s leading mortgage brokers, is currently looking to recruit an experienced Mortgage Adviser’s to head up a new department within their award winning company. Candidates will be required to sell a range of mortgage and protection products to client introduced to them via various channels. As this is a new team within the company candidates need to be extremely self motivated as our client is looking for the be...
9 jobs matching this search were posted in the last week
A leading Wealth Management Firm is looking for an experienced IFA administrator and sales support individual, for their Cambridge office. Your responsibilities will include assessing clients file documentation in accordance with compliance requirements, developing and maintaining effective relationships with clients and advisors, maintenance of adviser office, coordinating billing of fees with the Wealth Adviser, and other ad hoc duties. I...
Our client, a leading investment management specialist has an urgent requirement for a Fund Administrator to join their growing team in Cambridge. Reporting to the Senior Fund Administrator, the successful Fund Administrator will be responsible for supporting the Net Asset Value (NAV) production teams by producing detailed cash and asset reconciliations. Conducting thorough investigations and following up all re...
Client Support Associate, leading financial and investment firm Salary: Up to £21,000 plus benefits incl. health care, pension etc Our client is a privately owned company and its employees are shareholders in the business. It is a fast growing wealth advice and investment management business with a vision to become the UK’s leading provider of wealth advise. They offer fee-based, independent advice and investment manageme...
Our client, and national IFA firm, has an opportunity for a Associate in its Client Services department at its regional office in Cambridge. There is a salary of £19,000 to £22,000 plus a total reward package. The job purpose is to provide efficient and effective support to Clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentatio...
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require an experienced Administrator to join their Cambridge based team. The ma...
Job Purpose Responsible for providing efficient and effective support to Clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and procedures Respo...
Mortgage Consultant St Neots Basic Salary £20,000 - £35,000 + Benefits. Countrywide is the UK’s largest and most successful Estate Agency and Property Services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local High Street Brands. We are currently looking to recruit experienced or trainee Mortgage Consultants to work with...
Ref: 1421 IFA Sales Support Cambridge£22000 + Bens + Bonus Opportunity: IFA sales support / client services role Environment: Large national IFA and wealth management company Responsibilities: Efficient and effective processing of client documentation, maintenance of Adviser Office system, ensuring compliance requirements, coordinate and produce client valuations, and maintain client relationsh...
Our client, a bespoke Wealth Management practice specialising in dealing with HNW clients, is keen to attract a positive, proactive and dedicated Paraplanner to work alongside the Director to ensure that clients receive a first class service. Your role will be to provide full support to the Director in the management and servicing of HNW clients. You will be responsible for producing research and recommendations from information r...
My client is a large high street bank based in Cambridge , focused on delivering excellent customer service, we are looking for a Mortgage Adviser. Within the role you will sell mortgages and insurances face to face and over the phone. You will have access to an existing client base but you will also need to go out and win new business. To be considered for this vacancy you MUST have a CeMap Qualification or equivalent, need to be se...
Our client is a leading Financial Services organisation is looking for a polished and highly interpersonal administrator who is experienced in providing adviser support. You will support a team of IFA’s and work in a wider support team in order to develop and maintain effective relationships with clients, colleagues and external parties. Day to day requirements include coordination of billing of fees, requesting policy information fr...
Due to their continued success and expansion, our Peterborough based client is looking for high performing, enthusiastic individuals to join their existing team of mortgage advisers to provide quality independent mortgage and protection sales and advice through re-mortgage and protection reviews to an existing customer base of over 35,000. With over 8,000 pre-scheduled, pre-qualified, pre-arranged re-mortgage reviews each year this is a fan...
