Financial Adviser jobs in Ossett
View similar jobs with this employerThe New Homes GroupSheffield S1 2BJ- Referral programme
- Annual leave
- Company pension
- CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for…
- Recruit UKLeeds
- Company pension
- Private medical insurance
- Administration/client servicing leadership experience in an independent financial planning firm.
- Looking for an experienced and motivated Team Leader to lead…
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- Free parking
- Company pension
- On-site parking
- This role will see you working directly with experienced Financial Adviser, who specialises in offering bespoke advice on pensions, investments and inheritance…
- Recruit UKLeeds Station
- Company pension
- Private medical insurance
- Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report.
- Job Types: Full-time, Permanent.
- Lloyds WealthLeeds
- Financial planning services
- Annual leave
- Sabbatical
- Gym membership
- Life insurance
- Company pension
- Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
- View all Lloyds Wealth jobs - Leeds jobs - Client Services Associate jobs in Leeds
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- Lloyds WealthLeeds
- Financial planning services
- Annual leave
- Sabbatical
- Gym membership
- Life insurance
- Company pension
- Financial Plan Support: Assist in the completion of financial plans, ensuring they align with client goals and adviser guidance.
- View all Lloyds Wealth jobs - Leeds jobs - Client Services Associate jobs in Leeds
- Salary Search: Client Services Associate - Onboarding - S&T salaries in Leeds
- See popular questions & answers about Lloyds Wealth
Paraplanner
Urgently neededNewFortem PeopleWakefield- Annual leave
- Life insurance
- Free parking
- Company pension
- On-site parking
- Strong technical knowledge across pensions, investments and financial planning.
- Supporting complex financial planning cases including tax planning and cashflow…
Personal Assistant
Urgently neededThe Money Map(Financial Navigation) LLPSheffield S4 7WW- Annual leave
- Company pension
- The ability to anticipate adviser and client needs.
- Support advisers with ongoing client servicing and business processing activities.
View similar jobs with this employerNJR RecruitmentLeeds- Company pension
- As an IFA Administrator, you will provide essential support to the advisers and play a key part in ensuring a smooth client experience.
- NJR RecruitmentRotherham
- Assisting advisers with client review preparation and meeting documentation.
- NJR Recruitment are delighted to be working with a well-established and highly…
- NJR RecruitmentSheffield
- Company pension
- Flexible schedule
- Previous experience of working in financial planning.
- Discuss the client's needs and objectives with the relevant adviser.
- Study support towards CII Diploma.
View similar jobs with this employerNJR RecruitmentSheffield- Company pension
- Flexible schedule
- Previous experience supporting financial planners is essential.
- This role will suit someone who has been working within financial services and has strong…
View similar jobs with this employerVerisureSheffield S2 4HJ- Company car
- Company pension
- Private medical insurance
- Build confidence in sales with hands-on coaching from day one.
- Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
- Grove Talent SolutionsSheffield
- Life insurance
- Additional leave
- Company pension
- On-site parking
- Ensuring all financial planning administration is completed in line with company procedures.
- Do you have previous experience within a financial planning or…
- Grove Talent SolutionsRotherham
- Annual leave
- Sick pay
- Life insurance
- Company pension
- Work from home
- Produce comprehensive, compliant financial planning reports for advisers to present to clients.
- The successful candidate will play a key role in supporting…
View similar jobs with this employerVerisureLeeds LS2 8BE- Company car
- Company pension
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Job Post Details
Trainee Mortgage Adviser - job post
Job details
Pay
- £25,500 - £50,000 a year
Job type
- Full-time
Shift and schedule
- No weekends
- Monday to Friday
Location
Benefits
Pulled from the full job description
- Referral programme
- Annual leave
- Company pension
Full job description
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included)
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK’S leading mortgage providers, with home-based working full time once in the role.
Your training will be conducted as a mixture of office based and remote training across the 16 weeks, typically following this structure:
Week 1: 4 days in office
Weeks 2-5: Maximum of 3 days in office.
Weeks 6-10: Maximum of 2 days in office.
Weeks 11-16: Maximum of 2 days in total over the 6-week period.
Job Title: Trainee Mortgage Adviser
- Enhanced Salary & Guarantee Structure:
- During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum.
- From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum.
- From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum.
- From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum.
- From month 17, £25.5K basic salary plus unlimited commission, earn a realistic: OTE of £45K+.
Contract Basis: Full time, permanent, employed role.
Location: Office based days will take place in our Sheffield training centre
Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change.
Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme.
CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for.
Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.
Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9:30AM-6PM and 11:30AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required.
Timeline: Immediate interviews.
Trainee Mortgage Adviser Academy:
As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best.
The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser.
This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.
Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy.
Required knowledge, skills, and qualifications:
- A strong desire to work within the Financial Services industry, particularly within mortgages and protection.
- A strong track record in customer service and sales.
- Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
- Organised, and adopts a disciplined and structured approach to work.
- Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook.
Benefits:
- Extensive induction & training coupled with an outstanding development program.
- 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off).
- Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business.
- Contributory workplace pension.
- Generous staff referral bonus scheme.
- Outstanding commission earnings (our top performers earn in excess of £65K PA).
- 24-hour Employee Wellbeing Support service available.
- Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets.
- Home based working once training completed.
Please be aware that you are required to attend our office-based in Sheffield on the days where office training and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period.
APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on 01206 481010 for more information!
- Subject to (T&C’s)
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