Financial Advisor Jobs   Found 27 Jobs, Page 2 of 2 Pages Sort by: Relevance Date

Mortgage & Protection Advisor

£27,000 - £35,000 + Commission + Benefits Employed or Self EmployedAre you a qualified Mortgage Adviser looking for a new opportunity where your skills are truly valued, your career development is actively supported, and the leads keep coming in? If so, this could be the perfect next step.A respected, independent mortgage brokerage based in Burnham is seeking both employed and self-employed Mortgage & Protection Advisers to join its growing team. With a steady flow of quality leads, access to the whole of market, and support from a friendly, collaborative environment, this is an exciting opportunity to build a rewarding and long-term career.You’ll be advising a broad range of clients, from first-time buyers to experienced investors, helping them secure the right mortgage and protection products while delivering exceptional service. If you thrive on providing expert advice, building relationships and guiding people through one of the biggest financial decisions of their lives, we’d love to hear from you. Opportunities also exist for a less experienced or recently qualified individual looking for a support or administration focussed role to develop towards advisor status.Key Responsibilities Providing whole-of-market mortgage and protection advice tailored to each client’s needs Managing the process from initial enquiry to completion with professionalism and care Working with quality, company-generated leads as well as generating referrals Maintaining compliance and ensuring high standards of advice at all times Building long-term relationships and delivering excellent customer outcomes Skills & Experience Fully CeMAP qualified (or equivalent) A proven track record in mortgage and protection advice Strong communication and rapport-building skills Detail-oriented with a commitment to compliance A professional, self-motivated attitude and a genuine desire to help clients Ideally local to Burnham or within commutable distance CAS qualification – desirable NOT essential as full accreditation can be provided What’s On Offer Up to £35,000 basic salary (DOE) + attractive commission structure Friendly, flexible working environment Full administrative support Opportunities for progression within a growing firm Regular training, CPD, and access to industry-leading tools Company pension and holiday allowance This fantastic opportunity represents the chance to join a supportive, growing team where your contribution is truly valued, and your career can thrive. Apply now to be part of a respected, forward-thinking brokerage that puts its clients and its advisers at the heart of everything it does. ....Read more...

Accounts Processing Officer - Apprentice

Accurate data in compliance with applicable legislation Assist with administration of receivable and payable processes Complete regulatory checks on cash transactions in and rectify issues within timeframe Assist with preparation of weekly/monthly cash postings Assist with preparation of ad hoc journal postings (e.g. loan interest, adjustments) Assist with preparation of monthly finance packs for executive reporting Assist with given project work Complete all mandatory training issued by Vision or Rathbones within the deadlines Job swap with other teams in head office to gain a wider understanding of how Vision functions as a whole Attend all AAT sessions and complete exams working towards their AAT qualification Extra study time will be given where needed and time will be given for off-the-job learning Acts with the best interest of clients at all times Must be self-motivated and enjoy working in a small team environment Takes responsibility for managing individual workload Communicates clearly and willingly with all members of the team and advisor community High level of attention to detail Adheres to vision values Training:BPP apprenticeship training programmes are delivered virtually by a fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.Training Outcome:Career progression after this apprenticeship would likely be to move on to further accountancy qualifications. Employer Description:Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our purpose, which is to think, act and invest responsibly, is delivered through our corporate values – Responsible and entrepreneurial in creating value, collaborative and empathetic in dealing with people, courageous and resilient in leading change, professional and high-performing in all our actions. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We want Rathbones to be a company where everyone has the opportunity to build a successful career and find the right balance between work and personal life, regardless of age, ethnicity, gender, religion or background. Rathbones recognises that our high standards of service and our reputation depends upon us employing the right people, with the right skills and experience. We recruit individuals who match our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We choose to invest significantly in the development of our people. We also encourage our employees to take relevant business qualifications and offer generous support packages. Our investment professionals are required to achieve standards above the regulatory minimum with a particular focus on the Chartered Wealth Manager and Chartered Financial Analyst qualifications. We are an equal opportunity employer, and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief, or sexual orientation.Working Hours :Monday-Friday, between 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Willingness to learn ....Read more...