Financial Adviser jobs in Chichester
Mortgage Adviser
NewOften replies in 4 daysde Mellow & Co LtdHambledon- Life insurance
- Company pension
- Private medical insurance
- On-site parking
- Providing tailored mortgage and protection advice to clients.
- Managing mortgage applications from initial enquiry through to completion.
- Dynamite RecruitmentWest Sussex
- Pay rise
- Life insurance
- Free parking
- Company pension
- Private medical insurance
- On-site parking
- Preparing client review letters and financial planning documentation.
- Previous experience within financial planning or wealth management.
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- Menzies LLPFareham PO15
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Paraplanner
Often replies in 3 daysRedwood Financial Family Wealth & Estate Planners...Fareham PO15 7AF- Financial planning services
- Employee discount
- Free parking
- Company pension
- Discounted or free food
- On-site parking
- Review fact finds, existing arrangements and third-party information; spot gaps and raise questions with the adviser before a case progresses.
Paraplanner
NewOften replies in 3 daysCluett Reeve RecruitmentFareham- Free parking
- On-site parking
- Ability to research and resolve solving technical financial planning questions.
- You will provide high-quality technical support across a wide range of financial…
- Brown & Brown UKFareham PO15 5TH
- Employee stock purchase plan
- Free parking
- Company events
- Casual dress
- On-site parking
- Salary: negotiable basic salary + monthly bonus*.
- Insync Insurance, a valued part of Brown & Brown (UK), are looking to recruit a New Business Insurance Advisor…
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- Placing FacesFareham
- Ensure compliance with financial regulations and internal policies.
- You will have access to pre-qualified leads and get full admin support.
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- AtomosFareham PO16 7ET
- Knowledge of financial products: pensions, investments and protection.
- Highly organised, with a proactive mindset and the ability to anticipate adviser and…
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- AtomosFareham PO16 7ET
- Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products to support adviser recommendations.
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- Attivo GroupFareham PO15 5TU
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- Aptia GroupChichester
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- Aptia GroupChichester
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- YesCanDo MoneyHavant
- Develop and sustain enduring customer relationships, building trust and securing their financial well-being.
- 5 Weeks Holiday + Bank Holidays.
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Mortgage Adviser
Job details
Full job description
About de Mellow & Co:
At de Mellow & Co Financial Planning, we believe financial planning should be about people, not just numbers. We are a family-run Chartered Financial Planning practice and Partner Practice of St. James's Place. Our team supports clients through some of the biggest financial decisions in their lives, with a focus on building long-term relationships, providing great advice and helping our clients feel confident and secure about their financial future.
The Role:
We're looking for an experienced and proactive Mortgage Adviser to join our growing team. You'll work closely with our Financial Planners, providing mortgage and protection advice to new and existing clients. We're looking for someone who enjoys building relationships, takes pride in delivering great advice and wants to play an active role in developing our mortgage and protection offering.
What You'll Be Doing:
- Providing tailored mortgage and protection advice to clients.
- Managing mortgage applications from initial enquiry through to completion.
- Building strong relationships with clients and delivering excellent service.
- Working closely with our Financial Planners to support existing clients and identify new opportunities.
- Proactively managing your pipeline and helping grow our mortgage and protection business.
- Ensuring all advice and client records meet regulatory requirements.
What We're Looking For:
We're looking for someone with previous mortgage and protection advice experience and CeMAP or an equivalent qualification. More importantly, someone who:
- Is personable, approachable and enjoys building relationships.
- Communicates clearly and makes complex information easy to understand.
- Is proactive, organised and takes ownership of their work.
- Is commercially minded and motivated to develop new business.
- Enjoys working collaboratively as part of a team.
- Genuinely cares about delivering great client outcomes.
Why Join Us?
You'll be joining an established, supportive team with opportunities to work alongside experienced Financial Planners and develop relationships with our existing client base. We offer a competitive salary, employee benefits and the opportunity to play an important part in our growing business.
Pay: From £35,000.00 per year
Benefits:
- Company pension
- Life insurance
- On-site parking
- Private medical insurance
Work Location: In person