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Financial Adviser jobs in Brierley Hill

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    • Location: Hybrid Role (Home / field based) – Must be flexible with travel.
    • Assess and coach Apprentices who are undertaking Apprenticeships in Financial…
    • Arranging client meetings and managing financial planner diaries.
    • Confidence using Microsoft Office and financial planning systems.
    • Preparing of switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers.
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    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • Proven track record of providing financial advice.
    • This opportunity would suit an adviser with a proven track record of generating their own business, building…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • Good knowledge of financial planning products and processes.
    • The ability to interpret and analyse financial information accurately.
    • Previous experience in property sales, investment sales, financial services, or a similar client facing sales role.
    • 21 days of annual leave and bank holidays.
    • My client are seeking a highly organised and detail-oriented individual to provide high-quality administrative support to Investment Managers and the wider…
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    • Build confidence in sales with hands-on coaching from day one.
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    • Liaise with advisers, Paraplanners and clients.
    • Previous IFA / financial services administration experience advantageous.
    • A world-class training program in financial services.
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Financial Services Assessor Trainer (Mortgage Advice)
Birmingham
Hybrid work
£31,000 - £35,000 a year
Permanent, Full-time

Job details

Here’s how the job details align with your profile.

Pay

£31,000 - £35,000 a year

Job type

Permanent
Full-time

Full job description

KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors

Job Title: Financial Services Assessor Trainer (Mortgage Advice)

Location: Hybrid Role (Home / field based) – Must be flexible with travel

Salary: £31,000 – £35,000

Type: Full-time, Permanent

As a result of continued growth, our client is looking to recruit an Apprenticeship Assessor, specialising in the delivery of their Mortgage, Financial Services and Business qualifications.

Duties:

  • Assess and coach Apprentices who are undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3 and Mortgage Advisor Level 3.
  • Deliver full training and support learners through their Functional Skills Maths and English to Level 2.
  • Record professional discussions on specific units / topics based on knowledge, independent research and reflective accounts.
  • Delivering both remotely and face to face
  • Managing your diary efficiently to ensure timely reviews are conducted.
  • Organise and maintain documentation on learners’ progress.
  • Overcome barriers to learning and adapt delivery to meet learner’s needs.
  • Work to learner review and completion timescales.

Essential Criteria:

  • Must have solid occupational experience within Mortgage Advice.
  • Must hold a Level 3 Financial Services qualification (or equivalent) e.g., CeMAP; CertRDB or equivalent
  • Must hold a recognised Assessor award OR Level 3 Teaching qualification (or equivalent).
  • Must have experience of delivering Apprenticeships, ideally within the Financial Services sector.
  • Confident to deliver Maths and English Functional Skills to learners.
  • Excellent IT skills and confident with the use of IT and online systems.
  • Full, clean driving licence, and use of a vehicle (Must be flexible with travel, as and when required).

Please note:

KM Recruitment receive a high number of applications for each role advertised and although we would like to we are not always able to deliver feedback to unsuccessful candidates. If you have not been contacted within 4 days then unfortunately your application has been unsuccessful. Thank you for your interest and keep an eye on our website for future opportunities.


  • Date Posted: Posted 3 weeks ago
  • Location: Birmingham, UK
  • Job Title: Financial Services Assessor Trainer (Mortgage Advice)
  • Salary: £31000 - £35000

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