Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Job Description:
We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a fully CeMAP-qualified Mortgage Adviser to join the team in Newcastle and play a pivotal role in helping clients navigate the mortgage and protection landscape.
In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.
Skills/Experience:
Fully CeMAP-qualified (or equivalent) from any industry background.
Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
Ambitious, personable and client-focussed with excellent communication skills.
A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.
Core Responsibilities:
Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.
Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.
Stay informed on current mortgage market trends, legislative updates, and industry best practices.
Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.
Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.
Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16293
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a highly regarded company in Edinburgh to appoint an experienced Company Secretary.
This is a senior, Board-facing role offering the opportunity to act as a trusted adviser, delivering high-quality governance, regulatory oversight and company secretarial services. The successful candidate will be highly experienced in company secretarial duties within a professional company, so as to be able to add value from the outset.
This role would be open to candidates who are also based in London.
Essential Skills/Experience:
Proven experience providing company secretarial support at a senior level
Experience operating in a Board-facing environment with senior stakeholders.
Ability to work independently, exercise sound professional judgement and manage workload autonomously.
Excellent written and verbal communication skills with strong attention to detail.
Relevant professional qualification (law, accountancy or CGI/ICSA), or significant demonstrable practical experience in a senior company secretarial role.
Core Responsibilities:
Provide comprehensive company secretarial and governance support to Board level.
Prepare high-quality Board papers, meeting minutes and governance documentation.
Advise Boards on compliance with regulations and industry guidance.
Oversee the preparation of Interim and Annual Reports for Board approval.
Prepare and issue regulatory announcements
Maintain statutory records and oversee Companies House filings.
Organise AGMs and general meetings and manage shareholder communications.
Support corporate activity, ad-hoc projects and continuous improvement initiatives.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16278)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
