Financial Adviser jobs in Clydebank
Mortgage Advisor
NewUrgently neededClyde PropertyHamilton ML3 6DG- Conduct thorough assessments of clients' financial situations to determine suitable mortgage options.
- Maintain up-to-date knowledge of industry trends,…
- Recruit UK5.0Hybrid work in Glasgow G33 2HD
- This is a trainee financial adviser position.
- This role would also suit advisers looking to return to a financial advice position.
Mortgage & Protection Adviser
NewHiring multiple candidatesThe Home Hub Mortgage CentreBellshill ML4 3PRTypically responds within 1 day- You will work closely with clients to assess their financial needs, source suitable mortgage products, and recommend protection solutions to safeguard their…
- CarMoney4.6Holytown ML1 4UF
- A good understanding of financial products and processes would be advantageous.
- Full co-operation with advisers/account managers in maintaining excellent…
- Recruit UK5.0Hybrid work in Glasgow G33 2HD
- You’ll have immediate access to a portfolio of 6,000 clients, with 450 clients assigned to each adviser as a base.
- 97% of their clients make multiple purchases.
- VodafoneGlasgow
- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal (…
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- SimplybizHybrid work in Glasgow G51 1PR
- Knowledge of financial services compliance and business operations (preferred but not essential).
- Compliance First Limited, part of the Simplybiz Group,…
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- M&G plcStirling
- We seek an experienced Strategic Business Analyst to join our Life Technology Strategy & Business Analysis team.
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- DSL Business Finance LtdHybrid work in Glasgow G51 2JA
- Liaising with intermediary advisers to assist in processing loan applications.
- Working with external advisers to ensure DSL services meet the changing needs of…
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- Recruit UK5.0Glasgow G1
- Strong attention to detail and confidence with financial documentation and provider systems.
- Prior experience in a financial services admin role (ideally within…
- NHS ScotlandHybrid work in Glasgow
- Our benefits package includes pension scheme, comprehensive range of work life balance policies, occupational health services, learning resource centres and…
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- DSL Business Finance LtdHybrid work in Glasgow G51 2JA
- Liaising with intermediary advisers to assist processing of loan applications.
- Working with external advisers to ensure DSL services meet the changing needs of…
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- Forvis MazarsGlasgow
- These projects will typically be technology and data driven, supporting the automation of tasks to deliver enhanced client service and improved financial…
- Ascot LloydGlasgow G2 4BGTypically responds within 1 day
- Process Management: Effectively manage the processes for your advisers and clients, working to automate and continually improve client outcomes.
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View similar jobs with this employerThermo Fisher ScientificPaisley PA4 9RE- Preparation of annual board packs and report financial performance to stakeholders.
- Engage with external advisers to ensure corporate tax returns are completed,…
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Job Post Details
Mortgage Advisor
Job details
Pay
- £35,000 - £45,000 a year
Job type
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company events
- Company pension
- Private medical insurance
Full job description
Job Overview
Clyde Financials aim is to fulfil customers’ requirements for all property, finance and insurance needs as well as keep in touch with aftercare services and we are looking for a CeMAP qualified mortgage adviser to join our growing team. This individual must has have at least 1 years’ experience dealing with whole of market mortgage and insurance advice.
This is a high earning role offering a competitive basic salary, uncapped commission and excellent ancillary benefits such as private healthcare & pension.
This role is solely office based.
Responsibilities
- Conduct thorough assessments of clients' financial situations to determine suitable mortgage options.
- Provide clear and comprehensive advice on various mortgage products available in the market.
- Assist clients in completing mortgage applications and ensure all necessary documentation is submitted accurately.
- Maintain up-to-date knowledge of industry trends, regulations, and changes in financial services.
- Build and maintain strong relationships with clients, lenders, and other stakeholders in the mortgage process.
- Follow up with clients throughout the application process to provide updates and address any concerns.
- Collaborate with team members to enhance service delivery and improve client satisfaction.
Required experience, skills and qualifications:
- At least one years' experience as a CeMAP qualified whole of market mortgage advisor
- Experience dealing with personal insurances would be preferable but not mandatory
- Ability to cope with high volume
- Target-driven and self-motivated
- Excellent team-working, customer service and interpersonal skills
- Highly organised with exceptional time management skills - we move at speed and need you to keep up!
Salary: From £35,000 - £45,000 per year depending on experience (£65,000 - £95,000 Realistic OTE although income is uncapped)
Job Type: Full-time
Pay: £35,000.00-£45,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
- Performance bonus
Benefits:
- Company events
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Experience:
- as a CeMAP qualified whole of market mortgage advisor: 1 year (required)
- dealing with personal insurances would be preferable: 1 year (preferred)
Licence/Certification:
- CeMap (required)
Work Location: In person
Reference ID: Clyde Financial