Job Description:
Core-Asset Consulting is working with a growing, specialist investment firm to recruit a Marketing Executive.
This role offers the opportunity to play a key part in supporting the firm’s marketing function within a fast-growing, adviser-focused environment. You will contribute to the execution of multi-channel marketing initiatives, content development, brand activity and events, helping to enhance market presence and engagement across the UK adviser landscape. The position is well suited to a proactive marketing professional who is confident in day-to-day delivery while continuing to develop strategic capability under senior guidance.
Essential Skills/Experience:
Strong marketing experience within financial services (investment management, DFM or MPS preferred)
Strong understanding of the UK adviser, platform and network landscape
Proven experience delivering integrated marketing campaigns with measurable outcomes
Excellent written communication skills, with the ability to translate complex investment topics into clear messaging
Hands-on experience with CRM systems, marketing automation, websites, SEO and analytics tools
Knowledge of FCA financial promotions and associated compliance processes
Strong organisational and project management skills
Proactive, detail-oriented and able to operate effectively in a collaborative, fast-paced environment
Core Responsibilities:
Execute integrated marketing campaigns aligned to commercial objectives and adviser engagement
Deliver multi-channel communications targeting IFAs, networks, DFMs and wealth managers
Produce high-quality adviser-facing content including newsletters, investment updates and commentaries
Support brand development and ensure consistency of messaging and visual identity
Assist with website, SEO, email marketing and social media activity (primarily LinkedIn)
Manage press releases, award submissions and thought leadership opportunities
Plan and coordinate events, webinars, roadshows and roundtables
Work closely with distribution teams on prospecting, onboarding and follow-up activity
Monitor marketing performance using analytics and maintain clear reporting dashboards
Ensure all marketing activity adheres to FCA financial promotions and compliance requirements
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: (16386)
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...
Client Interaction Addressing enquiries via phone and in person and providing support and assistance.
Diary Management Coordinate and Maintain Adviser Calander/Diary including scheduling meetings. Includes managing Calendly for initial meetings for Adviser.
General Administration Assistant to Adviser, providing pre and post- meeting support. As well as reviewing on a monthly and quarterly basis client review with adviser as part of ongoing review process, sending invites and arranging meetings.
Meeting preparation Prepare agendas, materials, risk reports, packs and other needed documentation using administration software for meetings, ensuring the adviser is fully prepared. This includes the following types of meetings; initial, investment review, pension review, DFM reviews and Annual Planning meeting.
Document Management Create, draft, proofread, and edit client documentation, including creating meeting packs, documents following client meetings such as application forms, engagement letters and other supporting documentation.
Administration Assistance Providing support with administration work such as client withdrawals and contributions, calling providers for client information needed for meetings and other associated tasks.
Staff Liaison Daily meetings with Adviser to discuss required work, daily catch ups with team leader to assist with work and ongoing contact with team leaders to assist with any queries.
Issue Resolution Troubleshoot and resolve client issues, escalating to appropriate team members when necessary to ensure a prompt and effective response.
Client Retention Assist with ensuring a positive and long-lasting relationship with clients by providing excellent service and contributing to overall satisfaction.
Product Knowledge Develop an understanding of products and services to effectively assist clients and provide detailed information.
Confidentiality Handle sensitive information with discretion and always maintain a high level of confidentiality.
Training:Training is completed online based at the employer's address.Training Outcome:Potential to progress into other roles within the company longer termEmployer Description:We are different from a lot of financial advice firms. We don’t have sales targets or a desire to create as much money as possible. Our interest is in the outcome people want to achieve in their life, perhaps encouraging them to make bolder life-changing decisions now, rather than holding off until it’s too late.
Our wish is for everyone in our community to step out of their comfort zone and discover the undiscovered. Working Hours :This is an in-office role - office hours 9am - 5 pm Monday to Friday with a 1 hour unpaid lunch break from 1-2 pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 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
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
COMMERCIAL INSURANCE ADVISOR BASIC SALARY + UNCAPPED COMMISSION (OTE £50,000+) TAMWORTH + HYBRID WORKING AVAILABLE
An exciting opportunity has arisen for an experienced Insurance Adviser to join a growing and high-performing financial services team. This role is ideal for a motivated, customer-focused professional who thrives in a sales environment but prefers warm leads. You will provide expert advice on insurance and protection products including life insurance, critical illness and property protection as well as commercial combined insurance products to existing clients.
THE ROLE:
Contact prospective clients using the company CRM database via telephone
Conduct detailed fact-finds to understand clients' needs and recommend suitable protection solutions
Provide advice on life insurance, critical illness and property protection products
Explain policy features and benefits clearly to customers
Negotiate policy terms and premiums with insurers where appropriate
Manage applications, maintain accurate client records and complete sales administration
Work towards agreed KPIs and sales targets
Collaborate with mortgage advisers to support clients through the home buying process
Provide excellent ongoing customer service
THE PERSON:
Experience in Commercial Insurance and Cert CII qualified (essential)
Proven track record of meeting or exceeding sales targets / KPIs
Previous outbound calling experience
Confident communicator with strong relationship-building skills
Well organised with the ability to manage a pipeline effectively
Experience using CRM systems and sales tracking tools
Motivated, driven and results focused
THE PACKAGE:
Basic salary 35,000 plus uncapped commission (circa £2,000 per month commission potential)
Hybrid working available
Supportive, collaborative team environment
Opportunity to join a growing financial services business
TO APPLY: If you are a qualified Insurance Adviser looking for a role where you can maximise your earning potential while delivering valuable advice to clients, we would love to hear from you.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Calling providers chasing information
Review letters to clients
Client servicing
Using CRMs
Diary management
Responsible for post, postage records and franking machine
Dealing with ad hoc queries
Chasing pipelines and admin centres
Preparing meetings
Anti-money laundering checks
Working with vulnerable clients
Training:
Business Administration Level 3 Apprenticeship Standards
English and Maths Functional Skills Level 2 (if required)
Training Outcome:
Possibility of permanent position upon completion
Employer Description:C & L FinEfficiency, based in Ashford, Kent, specialises in providing specialist support services to 70+ individual financial adviser/partner practices whom are part of a FTSE100 company. We pride ourselves on delivering high-quality solutions to our clients, driving their success in the financial industry.Working Hours :Monday to Friday, between 9:00am and 5:00pm. Working 30 hours over 4 or 5 days.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative....Read more...
Answering incoming telephone calls promptly and professionally, and accurately taking and relaying messages
Meeting and greeting clients, ensuring a welcoming and professional front-of-house experience
Preparing refreshments for client meetings
Preparing and organising client files and documentation in advance of adviser meetings
Providing administrative support to the Senior Administrator/Office Manager with day-to-day office tasks
Liaising with external companies and service providers on behalf of clients and advisers
Maintaining and updating back-office IT systems and client records to ensure accuracy and compliance
Coordinating and arranging client meetings, including scheduling and diary management
Training Outcome:If candidate is right for the job then they will continue to be employed.Employer Description:Investing for Tomorrow has been advising individuals and families across West Yorkshire on financial planning since 1993.
We believe it is never too early to start managing and maximising your finances, as smart decisions today help secure the lifestyle you want tomorrow. With expertise across the whole financial marketplace, we support clients at every stage of their financial journey, providing clear, tailored advice and long-term solutions across pensions and retirement planning, protection planning, investment planning, and tax and estate planning.Working Hours :9:00am - 5:00pm.Skills: Professional,Interpersonal skills,Efficient working,Proactive....Read more...
Providing administrative and sales support to the team
Accurate and efficient scanning and storing of documents on our business CRM system
Production of letters and sending of emails
Accurate updating of our CRM system
Handling telephone enquiries and messages
Providing high quality service to our clients
Reviewing pension policy information and retirement option forms
Stationary and stock checking and ordering
Meeting and greeting customers and business clients
Communicating and taking instructions from corporate companies
Training Outcome:
Potentially Paraplanning or Financial Adviser
Employer Description:The minefield that is pensions and investments can be a confusing place. Our hassle-free service enables our clients to speak to one of our advisers to discuss their pensions and investments face to face, on the telephone or via a visual online platform. Everyone in our team takes pride in delivering an excellent service to our customers. We also offer financial advice across the spectrum including Annuities, Individual Protection, Group Protection, Retirement and Inheritance Tax Planning.Working Hours :Monday - Friday, 9.00am - 4.00pm (Flexibility may be required and will be discussed at interview stage)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Proactive....Read more...
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions.
As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals.
This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits.
You will be responsible for:
? Conducting client consultations to understand individual financial circumstances.
? Assessing eligibility for various mortgage products and protection plans.
? Preparing and submitting mortgage applications while ensuring compliance with industry regulations.
? Maintaining ongoing relationships with clients to support their evolving financial needs.
? Collaborating with internal teams to identify and secure the best mortgage solutions.
What we are looking for
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role.
? Possess CeMAP qualifications or equivalent.
? Knowledge of the mortgage industry, mortgage products, and lending processes.
? Have experience working in finance and customer service
? Commitment to staying current with regulatory changes and industry developments.
This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients' lives.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your dat....Read more...
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions.
As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals.
This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits.
You will be responsible for:
* Conducting client consultations to understand individual financial circumstances.
* Assessing eligibility for various mortgage products and protection plans.
* Preparing and submitting mortgage applications while ensuring compliance with industry regulations.
* Maintaining ongoing relationships with clients to support their evolving financial needs.
* Collaborating with internal teams to identify and secure the best mortgage solutions.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role.
* Possess CeMAP qualifications or equivalent.
* Knowledge of the mortgage industry, mortgage products, and lending processes.
* Have experience working in finance and customer service
* Commitment to staying current with regulatory changes and industry developments.
This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients' lives.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Financial Administrator (Technical Administrator)
Location: St HelensSector: FCA-Regulated Financial ServicesFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We’re looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What’s on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Administrator (Financial Services)
Location: St HelensHours: 9.30am - 4.30pmFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We’re looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What’s on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
What you’ll be doing:
Learn how to prepare tax returns for individuals and landlords, building real skills used in accounting and finance careers
Help send tax returns to HMRC and support VAT registrations, seeing how businesses meet their legal responsibilities
Assist with preparing P11Ds, learning how employee benefits are recorded and reported
Speak and write confidently with clients, HMRC, and your team, developing strong communication skills for the workplace
Build problem‐solving and analytical skills by working with numbers and understanding financial information
Grow your responsibility as you gain experience, including helping or mentoring new trainees in later years
Work closely with your team, sharing ideas and learning from others to keep work running smoothly
Be part of a friendly, supportive tax team where everyone helps each other succeed
Training:
Professional Accounting Taxation Technician Apprenticeship Level 4 - ATT A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information. This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation
The ATT qualification gives you the knowledge and practical skills to work in tax compliance
After qualifying, you can progress onto CTA and become a chartered tax advisor. The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialise in your own area of interest or expertise
You must also complete three computer-based exams (Law, Professional Responsibilities & Ethics and Accounting). Compulsory units include: Personal Taxation (PT) Business Taxation (BT)
Training Outcome:
This is an excellent opportunity for someone looking to start a career in tax. You will receive full study support, beginning with the ATT (Association of Taxation Technicians) Level 4 qualification, with the opportunity to progress to the CTA qualification to become a Chartered Tax Adviser
You will gain practical experience from day one, with responsibility increasing over time
You’ll receive technical training, in-house learning opportunities, and personal development support. A dedicated training and development coordinator, study champion, and partner mentor will guide your progress
Hybrid working is available once the probationary period is complete
Employer Description:We are an award-winning top 100 accountancy firm, achieving in 2019, Tolley’s Best Single Office Tax Practice in the UK,Top 10 Accountancy Employer, finalists for Graduate and Non-Graduate Programme of the year and Mid-Tier Firm of the Year. We have fantastic modern offices in North London and are forward thinking in our approach to both clients and staff and offer a supportive and progressive working environment. Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
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 the 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:We want all candidates to progress to the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independant, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coverted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
We are seeking a dynamic and results-driven Business Development Manager to join Rivers Capital Management and drive the growth of their tailored and Model Portfolio solutions across individual IFAs and adviser groups.Rivers Capital Management is an asset management firm specialising in model portfolio services for independent financial advisers. With an outstanding track record spanning nearly a decade, we are looking for an ambitious and commercially focused professional to help expand our distribution, build strong relationships within the IFA community, and support the continued growth of our investment solutions.Why Join Rivers Capital Management?
Join a forward-thinking company with a growing reputation and a 10-year track record of market-leading performance.Opportunity to work with a diverse range of clients making a significant impact as bridge between investment team and clients.Competitive salary with a basic of £60,000 and OTE of £100,000 plus.Work primarily from home but with the flexibility to travel for client meetings and networking events.Supportive and collaborative work environment.
Key Responsibilities:
Proactively identify and engage with IFAs and Wealth Managers through networking, cold calling, and LinkedIn.Promote Rivers Capital Management's model portfolio services, emphasising our market-leading performance and unique value proposition.Build and maintain strong relationships with senior business owners and decision-makers.Develop and execute strategic sales plans to achieve growth targets.Collaborate with internal teams to ensure client satisfaction and service excellence.
Qualifications:
Proven experience in business development, preferably selling to IFA groups and senior business owners.Strong networking and communication skills.Proficiency in using LinkedIn and other digital platforms for lead generation.Self motivated, ability to work independently while liaising remotely with the CEO and the investment team.Results-oriented with a track record of meeting or exceeding sales targets.
If you are a motivated professional with a passion for business development and a desire to drive growth, we would love to hear from you. Apply today to join the Rivers Capital Management team! ....Read more...
