Financial Adviser jobs in Writtle
- Swarm RecruitmentColchester CO1 1JGTypically responds within 4 daysEmployerActive 3 days ago
- As a Mortgage and Protection Adviser, you’ll provide expert advice to a range of clients, helping them navigate the homebuying and remortgage process.
- Synergy Finance GroupHertfordEmployerActive 3 days ago
- Strong analytical abilities to interpret financial data accurately.
- Prepare the drafting of suitability letters for the advisers.
Mortgage Broker
Urgently neededsalesCanvey Island SS8 7AJEmployerActive 3 days ago- The ideal candidate will be Have a consistent track record of achieving your goals within your current role Be proactive and self-motivated A passion for…
IFA Administrator
Urgently neededClear IFA LimitedBillericay CM11 1PUTypically responds within 1 dayEmployerActive 3 days ago- Applicants must have a minimum of 2 years’ administration/client service experience within the financial adviser sector.
- Intelliflo Office: 1 year (preferred).
- Virtual PA Solutions Ltd5.0Hybrid work in Colchester CO4 9YQTypically responds within 3 daysEmployerActive 3 days ago
- Liaising with Fund providers to chase for client financial information.
- The successful candidate will provide high level, extensive administrative support to a…
- RSM UKHybrid work in Chelmsford CM2 0PPTypically responds within 1 day·
- Preparing annual financial statements for a range of entity types, both in variety and size, including the preparation of financial statements for audit.
- View all RSM UK jobs - Chelmsford jobs - Accounting Supervisor jobs in Chelmsford
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- See popular questions & answers about RSM UK
- Apollo Private WealthLondon E14·
- Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
- Ongoing Client Reviews: Regularly review and adjust clients…
View similar jobs with this employerSpicerhaart1.9Medway ME2 4TJ- Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy.
- £37000 On target earnings.
- Apollo Private WealthLondon E14·
- Closely with one of our experienced Advisers and "learn on the job".
- You will have a strong motivation to develop your business, natural interest, and…
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- Cranleigh PersonnelHybrid work in HertfordEmployerActive 3 days ago
- Technical Focus: You’ll play a key role in supporting advisers, taking on technical tasks and complex casework to help clients reach their financial goals.
- BW Business Accountants & AdvisersUnited KingdomTypically responds within 1 dayEmployerActive 3 days ago
- Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other financial areas.
- A drive to learn and constantly improve.
View similar jobs with this employerM&CoChelmsford·- Operate till and handle financial transactions.
- This is a temporary, part time vacancy that will close in 8 days at 23:59 BST.
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- NFU Mutual AgencyColchester·
- £23,800-£29,000 + bonus (dependant on experience).
- NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and…
- Stonebridge Mortgage Solutions LimitedHybrid work in Basildon SS14EmployerActive 3 days ago·
- Speak with advisers to give feedback and guidance on file reviews and confirm actions required (confirming in writing).
- Company reward and recognition schemes.
- Systemise & Scale ConsultingChelmsford CM2 6XWTypically responds within 3 daysEmployerActive 3 days ago·
- In this role, you will be responsible for connecting with warm leads, building rapport, and scheduling qualified appointments for our consultants.
Job Post Details
Mortgage and Protection Adviser - job post
Job details
Pay
- £50,000 - £90,000 a year
Job type
- Permanent
- Full-time
Location
BenefitsPulled from the full job description
- Company pension
- Free parking
- Work from home
Full job description
Job Title: Mortgage and Protection Adviser
Salary: up to £40,000 Basic, OTE £50,000 - £90,000
Location: Colchester
About our clients and the role:
Swarm Recruitment is working with a well-established, growing mortgage & protection firm looking to expand their team. Our clients are one of the top brokerages in Colchester, and have been successfully helping people with their financial needs for over 7 years. Our clients have seen a huge increase in the number of leads recently from their trusted partners, so this role will not be short of great earning potential.
As a Mortgage and Protection Adviser, you’ll provide expert advice to a range of clients, helping them navigate the homebuying and remortgage process. You'll have access to high-quality leads and a strong support network to help you succeed. This really is an opportunity to take your career to the next level, with a very impressive progression plan and earning potential.
If you are looking for a great working environment, with a great team, fantastic earning potential and great a progression plan, then this is a perfect opportunity.
Salary & Benefits:
- Basic Salary £24,000 - £40,000 (Depending on experience & bankings)
- OTE £50,000 - £90,000
- Great commission splits, that increase with promotions
- Fantastic Progression Plan, with great rewards for hard work.
- High volumes of leads provided from their trusted introducers
- Great team working environment
- Strong Administrative support
Working Hours:
- 9am-5:30pm (Flexibility required for clients) Monday - Friday
- 8:30 start on a Monday
- 10am-5pm every other Saturday with a day off in Lieu. (WFH on a Saturday)
Desired Experience:
- Minimum 12 months experience as a Mortgage and Protection Adviser
- Fully CeMap qualified or equivalent qualifications
- Strong knowledge of mortgage products, regulations, and market trends.
- A client-focused approach with excellent communication skills
- Ability to work independently and as part of a team.
- Self-motivated, proactive, and eager to grow
Responsibilities & Duties:
- Engage with customers face-to-face and over the phone
- Provide expert advice to clients on a range of mortgage and protection products.
- Conduct thorough assessments of clients’ needs and recommend tailored solutions.
- Build and maintain strong relationships with clients, lenders, and insurers.
- Keep up-to-date with the latest mortgage and protection regulations.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Types: Full-time, Permanent
Pay: £50,000.00-£90,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
Benefits:
- Company pension
- Free parking
Work Location: In person