Mortgage Adviser – Harrogate Competitive Basic + Uncapped Commissions, £45 - 50k OTE Our client operates as one of the largest Mortgage Services Company’s throughout the UK and due to their business model is able to provide their consultants with a genuine sale and purchase lead source as well as ongoing personal development. Key Points: A financial package to maintain your ongoing respons...
The Role: Will be to provide support for a number of Independent Financial Advisers. You will deal primarily with research and report writing There is likely to be some client facing work such as annuity fact finding, annual reviews and annual drawdown reviews etc. Key Attributes include: Ability to work under own initiative Familiarity wit...
In order to apply for this position candidates MUST have STRONG PARAPLANNING experience. Consideration will be given to candidates within the Financial Services industry who wish to make their next move into this role or alternatively a Financial Services Consultant wishing to diversify. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.</...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
The day to day role of the Medical Underwriter will involve:Actively underwriting new and existing policies across the Medical spectrum with particular responsibility for reviewing medical applications/claims for conditions and pre-existing causes for claims. Determine whether risks are acceptable and what underwriting terms should applyLiaise with actuaries where requiredCarry out underwriting analysis on a post underwriting basisLiaise with K...
NEW PERMANENT ROLE AVAILABLE, HARROGATE TOWN CENTRE - UNDERWRITER WORKING FOR A LARGE HEALTH/FITNESS ORGANISATION. The main purpose of the role is to Evaluate and verify loan applications. To work as part of a new business team, administering capture, underwriting and payout of new business proposals. Day to day duties are - Ensuring new business proposals are handled effi...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end p...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end p...
Paraplanner/Senior Paraplanner Harrogate £25,000k-£40,000 plus benefits A new Paraplanning opportunity has arisen to join a highly successful Independent Financial Advisor firm in Harrogate. This firm of fee based, RDR ready IFA's are one of the most well respected and successful in the Yorkshire region. The role will be providing full technical paraplanning support to the Director/IFA of the practice...
Paraplanner Harrogate £24,000 - £30,000 A highly professional IFA practice near Harrogate have an active job vacancy for a Paraplanner to join their established team. This is a small but extremely successful and profitable organisation with high net worth Independent Financial Advisors and a strong support staff based within traditional offices. The firm has a professional approach to business. They h...
Our client is a small but well respected regional IFA firm based around the Harrogate area, an exciting opportunity exists to work closely with the Company Directors and provide them with a full paraplanning service and additional office / admin support when necessary. The role will predominantly involve product research and preparation of reason why letters and particularly in the SIPP, DGT and Whole of Life areas of planning. A ne...
This Award Winning, Harrogate based Business Process Outsourcing Company seek to appoint a target driven Collections Team Leader. Overseeing a current team of 10 the main purpose of the role is: To manage team resource allocation, issues and staff satisfaction To develop the knowledge base of the team To contribute to the ongoing development of the whole BPO team To constantly find ways of improvin...
Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services Calling all TOP PERFORMERS Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads as well as self-generating your own in a fast paced Estate Agency office? Are you looking for a rewarding role with excellent career progression opportunities? Does you...
Our client, a leading UK business advisory and accountancy firm with a network of offices throughout England, Scotland and Wales. They currently require several experienced Chartered Financial Planners to work from their offices in the North As independent financial advisers, they offer a full range of solutions and services to assist the financial planning process. Their services are available to existing clients and external private i...
This large Harrogate based company seek to appoint a Payment Negotiator/Collections Assistant into their team. This is a varied and challenging role where you will work within a target and performance based environment and be negotiating with customers. Key duties include: Outbound calls to customers on day payment is due and subsequent follow up of continuous arrears Processing of customer payments</...
Description The Premier Independent Financial Advisor’s (IFA) role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently tr...
