JOB TITLE: Senior Product Owner SALARY: £73,262 - £86,190 LOCATION(S): Edinburgh HOURS: Full time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites Within our Scottish Widows business, we're driving forward our digital future across a sophisticated landscape, looking to modernise our technology and define the future of digital. If you're an experienced product owner who is passionate, inspiring and customer focused then this is your opportunity to join our growing team. About this opportunity We're creating new opportunities and products to improve customer experiences for years to come. With our business evolving to more modern and flexible ways of working, we want driven, dynamic and innovative individuals to join us on this journey. An exciting and ambitious opportunity has arisen to join our Protection Platform supporting the development of customer and IFA propositions for our protection business. This is an area of strategic investment for the Group, so there is the opportunity and funding to significantly transform the proposition over the next two to three years. In this role you'll have accountability for developing propositions to Advisers and Customers within the Protection business. You'll inspire and lead feature teams to deliver on outcomes, do the right thing for our customers and shape how the proposition moves forward. Responsibilities Operate decisively within a sophisticated environment to understand customer needs before translating into winning features. Ensure the team have clear priorities and support in order to deliver the best outcomes for customers and colleagues. Release incremental value frequently. Deliver high quality outputs and challenge the status quo. Develop a culture of collaboration and forward thinking, role modelling a customer-centric and data lead approach at all times. Create an environment in which people bring out the best in themselves by providing autonomy and ensuring they feel safe to challenge and deliver in the best way. Why Lloyds Banking Group We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive. What you'll need An experienced Product owner with a strong understanding of product lifecycle management and end to end delivery. Proven ability to collaborate to understand customer needs and translate into products and features. Experience of digital journey development. Experience in mentoring and developing teams to be the best they can be. And any experience of these would be really useful Protection domain knowledge Mortgage domain knowledge About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Mar 28, 2024
Full time
JOB TITLE: Senior Product Owner SALARY: £73,262 - £86,190 LOCATION(S): Edinburgh HOURS: Full time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites Within our Scottish Widows business, we're driving forward our digital future across a sophisticated landscape, looking to modernise our technology and define the future of digital. If you're an experienced product owner who is passionate, inspiring and customer focused then this is your opportunity to join our growing team. About this opportunity We're creating new opportunities and products to improve customer experiences for years to come. With our business evolving to more modern and flexible ways of working, we want driven, dynamic and innovative individuals to join us on this journey. An exciting and ambitious opportunity has arisen to join our Protection Platform supporting the development of customer and IFA propositions for our protection business. This is an area of strategic investment for the Group, so there is the opportunity and funding to significantly transform the proposition over the next two to three years. In this role you'll have accountability for developing propositions to Advisers and Customers within the Protection business. You'll inspire and lead feature teams to deliver on outcomes, do the right thing for our customers and shape how the proposition moves forward. Responsibilities Operate decisively within a sophisticated environment to understand customer needs before translating into winning features. Ensure the team have clear priorities and support in order to deliver the best outcomes for customers and colleagues. Release incremental value frequently. Deliver high quality outputs and challenge the status quo. Develop a culture of collaboration and forward thinking, role modelling a customer-centric and data lead approach at all times. Create an environment in which people bring out the best in themselves by providing autonomy and ensuring they feel safe to challenge and deliver in the best way. Why Lloyds Banking Group We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive. What you'll need An experienced Product owner with a strong understanding of product lifecycle management and end to end delivery. Proven ability to collaborate to understand customer needs and translate into products and features. Experience of digital journey development. Experience in mentoring and developing teams to be the best they can be. And any experience of these would be really useful Protection domain knowledge Mortgage domain knowledge About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Lettings Agency Location: Fareham, PO15 Salary: OTE: £50k - £60k+ (uncapped) Position: Permanent Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage & Protection Adviser to join a busy, established Mortgage Services provider. The company has strong Estate Agency links and offices in the Fareham area and specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging. The role will involve providing mortgage & financial advice to new and existing clients, gathering information about a client s financial circumstance s in order to deliver appropriate advice and offer other financial services and protection products where appropriate. The ideal candidate will currently be or recently have been working as a Mortgage / Financial Adviser, have good all round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. CAS is essential! Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage / financial sector Currently involved in providing mortgage services and advice CeMAP Qualified CAS Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client works with the leading and most successful independent estate agency and property management firms in the Hampshire area. They have a well-known, successful brand and are regarded as an excellent firm to work for. Benefits: With this Mortgage & Protection Advisor role benefits include: Unlimited earning potential Numerous quality leads Employed role with basic salary Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. GDPR: Worth Recruiting are acting as a recruitment agency in relation to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37902 Mortgage & Protection Advisor Financial Services
Mar 28, 2024
Full time
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Lettings Agency Location: Fareham, PO15 Salary: OTE: £50k - £60k+ (uncapped) Position: Permanent Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage & Protection Adviser to join a busy, established Mortgage Services provider. The company has strong Estate Agency links and offices in the Fareham area and specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging. The role will involve providing mortgage & financial advice to new and existing clients, gathering information about a client s financial circumstance s in order to deliver appropriate advice and offer other financial services and protection products where appropriate. The ideal candidate will currently be or recently have been working as a Mortgage / Financial Adviser, have good all round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. CAS is essential! Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage / financial sector Currently involved in providing mortgage services and advice CeMAP Qualified CAS Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client works with the leading and most successful independent estate agency and property management firms in the Hampshire area. They have a well-known, successful brand and are regarded as an excellent firm to work for. Benefits: With this Mortgage & Protection Advisor role benefits include: Unlimited earning potential Numerous quality leads Employed role with basic salary Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. GDPR: Worth Recruiting are acting as a recruitment agency in relation to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37902 Mortgage & Protection Advisor Financial Services
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 28, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 27, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 27, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the BRIGHTON area. This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans and working in partnership with a solid lead source as a mortgage adviser, you will have access to leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a self-employed package and we anticipate that successful candidates will earn in the region of £45-50,000 + pa once established. As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 12-18 months or more experience in whole of market mortgage broking and offering protection advice and experience of working within the estate agency sector would be useful although not essential, however, a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the BRIGHTON area. This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans and working in partnership with a solid lead source as a mortgage adviser, you will have access to leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a self-employed package and we anticipate that successful candidates will earn in the region of £45-50,000 + pa once established. As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 12-18 months or more experience in whole of market mortgage broking and offering protection advice and experience of working within the estate agency sector would be useful although not essential, however, a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mortgage Advice Bureau (MAB)
Northampton, Northamptonshire
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker & estate agency business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the NORTHAMPTON area to work within their established estate agency business, as part of their hugely successful brand! This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans; working from these busy estate agency offices as a mortgage & protection adviser you will have access to a fantastic lead source with appointments and leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a competitive employed package and we anticipate that successful candidates will earn in the region of £50,000 + pa once established, however with uncapped commission being available there is no limit to your earning potential! As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 2 years or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful although not essential, however a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker & estate agency business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the NORTHAMPTON area to work within their established estate agency business, as part of their hugely successful brand! This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans; working from these busy estate agency offices as a mortgage & protection adviser you will have access to a fantastic lead source with appointments and leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a competitive employed package and we anticipate that successful candidates will earn in the region of £50,000 + pa once established, however with uncapped commission being available there is no limit to your earning potential! As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 2 years or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful although not essential, however a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality & accomplished Mortgage & Protection Advisor to work for one of our established, dynamic and highly respected market leading New Homes Mortgage Broker practices covering the NORWICH area! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection advisor in the New Homes Sector, although this is not an essential requirement, however you must have broker experience of 2 years or more. You must also be able to demonstrate success in protection advice & recommendation business of 50% penetration or more and have demonstrable evidence ideally! This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and WEEKLY visits to sites and your 5 day working week will include 3 weekend days per month! You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50 - 60K pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent)
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality & accomplished Mortgage & Protection Advisor to work for one of our established, dynamic and highly respected market leading New Homes Mortgage Broker practices covering the NORWICH area! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection advisor in the New Homes Sector, although this is not an essential requirement, however you must have broker experience of 2 years or more. You must also be able to demonstrate success in protection advice & recommendation business of 50% penetration or more and have demonstrable evidence ideally! This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and WEEKLY visits to sites and your 5 day working week will include 3 weekend days per month! You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50 - 60K pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent)
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly successful, market leading mortgage broker & estate agency partners are seeking a fully CeMAP (or equivalent) qualified Mortgage & Protection Adviser as a result of continued growth plans. Working from the market leading, HNW estate agency office network across Southampton, Chandlers Ford and Alton, you will have access to a fantastic lead source with leads generated from the hugely successful estate agency team in a highly sought after area of the country which generates a fantastic market for the estate agency and brokers alike! The remuneration for role will be on a competitive employed basis, circa £30K with uncapped earnings potential OTE £60-70K, however, that's not all, there will be a 5 day working week, Monday to Friday and a day off for your birthday amongst other fab company benefits! You must be CeMAP or equivalent qualified to offer mortgage & protection advice with current or previous experience and applications will be considered for those advisers wishing to move into a broker role, all we ask is that you are very sales oriented with drive and passion for mortgages & protection! This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the region's best known broker businesses which offers excellent earnings potential and career progression.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly successful, market leading mortgage broker & estate agency partners are seeking a fully CeMAP (or equivalent) qualified Mortgage & Protection Adviser as a result of continued growth plans. Working from the market leading, HNW estate agency office network across Southampton, Chandlers Ford and Alton, you will have access to a fantastic lead source with leads generated from the hugely successful estate agency team in a highly sought after area of the country which generates a fantastic market for the estate agency and brokers alike! The remuneration for role will be on a competitive employed basis, circa £30K with uncapped earnings potential OTE £60-70K, however, that's not all, there will be a 5 day working week, Monday to Friday and a day off for your birthday amongst other fab company benefits! You must be CeMAP or equivalent qualified to offer mortgage & protection advice with current or previous experience and applications will be considered for those advisers wishing to move into a broker role, all we ask is that you are very sales oriented with drive and passion for mortgages & protection! This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the region's best known broker businesses which offers excellent earnings potential and career progression.
Role: Working from home and reporting to the Area Manager, after extensive induction training the experienced Sales Professional or Mortgage/Financial Adviser (Level 4 Dip or Cemap not required) will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of savings/pension/investments & protection financial products. A large existing client base will be provided which you would develop and build upon with referrals and new members. In addition the Sales Professional/Mortgage/Financial Adviser will carry out the following: Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and recommendations. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme working from home agreed with the Area Manager. Previous telephone sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings/pension and investment plans. In return the Adviser will be provided with initial residential award winning training, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from various other sales related rewards.
Mar 26, 2024
Full time
Role: Working from home and reporting to the Area Manager, after extensive induction training the experienced Sales Professional or Mortgage/Financial Adviser (Level 4 Dip or Cemap not required) will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of savings/pension/investments & protection financial products. A large existing client base will be provided which you would develop and build upon with referrals and new members. In addition the Sales Professional/Mortgage/Financial Adviser will carry out the following: Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and recommendations. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme working from home agreed with the Area Manager. Previous telephone sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings/pension and investment plans. In return the Adviser will be provided with initial residential award winning training, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from various other sales related rewards.
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit crystallisation events Keeping back-office system up to date Preparing annual review meeting packs for adviser meetings with clients Processing remuneration statements Liaising with clients and product providers Back office systems/platforms used on a daily basis include: Intelligent Office, FE Analytics, AJ Bell, Standard Life, abdn, Fidelity The IFA Administrator position pays a competitive salary of up to £38,000 along with a company pension, study support, BUPA and 23 days' annual leave. Candidates interested in the IFA Administrator vacancy will have the following criteria: IFA Administration experience (at least 12 months, preferably in a small-to-medium sized firm) Intelligent Office experience essential Experience of FE Analytics plus AJ Bell, abdn and Fidelity platforms preferred Live a commutable distance from Woking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
Mar 26, 2024
Full time
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit crystallisation events Keeping back-office system up to date Preparing annual review meeting packs for adviser meetings with clients Processing remuneration statements Liaising with clients and product providers Back office systems/platforms used on a daily basis include: Intelligent Office, FE Analytics, AJ Bell, Standard Life, abdn, Fidelity The IFA Administrator position pays a competitive salary of up to £38,000 along with a company pension, study support, BUPA and 23 days' annual leave. Candidates interested in the IFA Administrator vacancy will have the following criteria: IFA Administration experience (at least 12 months, preferably in a small-to-medium sized firm) Intelligent Office experience essential Experience of FE Analytics plus AJ Bell, abdn and Fidelity platforms preferred Live a commutable distance from Woking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
Salary: £28,000.00 - £32,000.00 (D.O.E.) plus bonus potential of up to £6400.00 28 Days holiday + UK Bank Holidays Paid day off on your birthday Enhanced Parental Leave - Maternity pay (after 2 years' service) = 13 weeks Full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay Company Pension Plan Income Protection Insurance Scheme Death in Service Benefit (x2 times your annual salary) Cash plan benefit to assist with medical and wellbeing costs Annual charitable donation to chosen charity Support & funding for study towards your professional qualification Free on site parking Work from home (Once competent and agreed with line manager) Employee wellness programmes Cycle to Work Scheme Company Events Casual Dress Refer a friend scheme Paid time off for volunteeringe - Fun events throughout the year and fundraising activities Group Personal Pension Scheme Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd with the exception of mortgages and the Group Personal Pension Qualifications & Experience GCSE Maths & English at Grade C/Level 4 Chartered Institute Certificate in Insurance (Cert CII) Previous experience within the insurance industry, at a Senior Adviser/Consultant level About You: Ambitious, driven, confident, capable, dedicated, focused, friendly .do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we're looking for! Our team work with various lines of both Personal and Commercial insurance, specialising in High Net Worth and Specialist Risk. About Us: Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought. As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it's vital that everyone within the business feels valued and has the right tools to do the job. Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We're built on the idea that better business, can better lives. Key Responsibilities Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards Be your Line Manager's deputy Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed Support service excellence within the team to maintain a culture of 'Treating Customers Fairly' and putting the client first, with consistent delivery of the right customer outcomes Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels Organise and monitor daily workflow & productivity for the team as required Promote, develop and enable our values and culture within the team Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets Assist with competency sign off and complete call and file assessments as required Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required Provide support and direction to the team's Complaints Champion and ensure all complaints handling requirements are met Attend association events as required, representing the company in professional manner Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Mar 22, 2024
Full time
Salary: £28,000.00 - £32,000.00 (D.O.E.) plus bonus potential of up to £6400.00 28 Days holiday + UK Bank Holidays Paid day off on your birthday Enhanced Parental Leave - Maternity pay (after 2 years' service) = 13 weeks Full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay Company Pension Plan Income Protection Insurance Scheme Death in Service Benefit (x2 times your annual salary) Cash plan benefit to assist with medical and wellbeing costs Annual charitable donation to chosen charity Support & funding for study towards your professional qualification Free on site parking Work from home (Once competent and agreed with line manager) Employee wellness programmes Cycle to Work Scheme Company Events Casual Dress Refer a friend scheme Paid time off for volunteeringe - Fun events throughout the year and fundraising activities Group Personal Pension Scheme Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd with the exception of mortgages and the Group Personal Pension Qualifications & Experience GCSE Maths & English at Grade C/Level 4 Chartered Institute Certificate in Insurance (Cert CII) Previous experience within the insurance industry, at a Senior Adviser/Consultant level About You: Ambitious, driven, confident, capable, dedicated, focused, friendly .do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we're looking for! Our team work with various lines of both Personal and Commercial insurance, specialising in High Net Worth and Specialist Risk. About Us: Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought. As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it's vital that everyone within the business feels valued and has the right tools to do the job. Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We're built on the idea that better business, can better lives. Key Responsibilities Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards Be your Line Manager's deputy Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed Support service excellence within the team to maintain a culture of 'Treating Customers Fairly' and putting the client first, with consistent delivery of the right customer outcomes Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels Organise and monitor daily workflow & productivity for the team as required Promote, develop and enable our values and culture within the team Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets Assist with competency sign off and complete call and file assessments as required Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required Provide support and direction to the team's Complaints Champion and ensure all complaints handling requirements are met Attend association events as required, representing the company in professional manner Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Salary: £28,000.00 - £32,000.00 (D.O.E.) plus bonus potential of up to £6400.00 28 Days holiday + UK Bank Holidays Paid day off on your birthday Enhanced Parental Leave - Maternity pay (after 2 years' service) = 13 weeks Full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay Company Pension Plan Income Protection Insurance Scheme Death in Service Benefit (x2 times your annual salary) Cash plan benefit to assist with medical and wellbeing costs Annual charitable donation to chosen charity Support & funding for study towards your professional qualification Free on site parking Work from home (Once competent and agreed with line manager) Employee wellness programmes Cycle to Work Scheme Company Events Casual Dress Refer a friend scheme Paid time off for volunteeringe - Fun events throughout the year and fundraising activities Group Personal Pension Scheme Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd with the exception of mortgages and the Group Personal Pension Qualifications & Experience GCSE Maths & English at Grade C/Level 4 Chartered Institute Certificate in Insurance (Cert CII) Previous experience within the insurance industry, at a Senior Adviser/Consultant level About You: Ambitious, driven, confident, capable, dedicated, focused, friendly .do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we're looking for! Our team work with various lines of both Personal and Commercial insurance, specialising in High Net Worth and Specialist Risk. About Us: Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought. As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it's vital that everyone within the business feels valued and has the right tools to do the job. Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We're built on the idea that better business, can better lives. Key Responsibilities Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards Be your Line Manager's deputy Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed Support service excellence within the team to maintain a culture of 'Treating Customers Fairly' and putting the client first, with consistent delivery of the right customer outcomes Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels Organise and monitor daily workflow & productivity for the team as required Promote, develop and enable our values and culture within the team Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets Assist with competency sign off and complete call and file assessments as required Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required Provide support and direction to the team's Complaints Champion and ensure all complaints handling requirements are met Attend association events as required, representing the company in professional manner Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Mar 22, 2024
Full time
Salary: £28,000.00 - £32,000.00 (D.O.E.) plus bonus potential of up to £6400.00 28 Days holiday + UK Bank Holidays Paid day off on your birthday Enhanced Parental Leave - Maternity pay (after 2 years' service) = 13 weeks Full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay Company Pension Plan Income Protection Insurance Scheme Death in Service Benefit (x2 times your annual salary) Cash plan benefit to assist with medical and wellbeing costs Annual charitable donation to chosen charity Support & funding for study towards your professional qualification Free on site parking Work from home (Once competent and agreed with line manager) Employee wellness programmes Cycle to Work Scheme Company Events Casual Dress Refer a friend scheme Paid time off for volunteeringe - Fun events throughout the year and fundraising activities Group Personal Pension Scheme Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd with the exception of mortgages and the Group Personal Pension Qualifications & Experience GCSE Maths & English at Grade C/Level 4 Chartered Institute Certificate in Insurance (Cert CII) Previous experience within the insurance industry, at a Senior Adviser/Consultant level About You: Ambitious, driven, confident, capable, dedicated, focused, friendly .do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we're looking for! Our team work with various lines of both Personal and Commercial insurance, specialising in High Net Worth and Specialist Risk. About Us: Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought. As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it's vital that everyone within the business feels valued and has the right tools to do the job. Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We're built on the idea that better business, can better lives. Key Responsibilities Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards Be your Line Manager's deputy Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed Support service excellence within the team to maintain a culture of 'Treating Customers Fairly' and putting the client first, with consistent delivery of the right customer outcomes Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels Organise and monitor daily workflow & productivity for the team as required Promote, develop and enable our values and culture within the team Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets Assist with competency sign off and complete call and file assessments as required Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required Provide support and direction to the team's Complaints Champion and ensure all complaints handling requirements are met Attend association events as required, representing the company in professional manner Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 21, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality Mortgage & Protection Adviser to work for our established, dynamic and highly respected, market leading New Homes Mortgage Broker practice covering the CUMBRIA region from your home office base, however, there will need to be face to face appointments locally too so the successful candidate needs to live within this area for site visits! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection adviser in the New Homes Sector, although this is not an essential requirement. This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and monthly visits to sites. You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50,000 + pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent) with at least 12 months recent experience or more; the business will also provide you with the relevant equipment to set up a home office base.
Mar 21, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality Mortgage & Protection Adviser to work for our established, dynamic and highly respected, market leading New Homes Mortgage Broker practice covering the CUMBRIA region from your home office base, however, there will need to be face to face appointments locally too so the successful candidate needs to live within this area for site visits! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection adviser in the New Homes Sector, although this is not an essential requirement. This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and monthly visits to sites. You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50,000 + pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent) with at least 12 months recent experience or more; the business will also provide you with the relevant equipment to set up a home office base.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. Are you a fully qualified Mortgage Adviser with experience of providing a first class advised customer service to all types of mortgage customers? If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on a challenging and rewarding adviser role. We are recruiting for our highly successful, market leading mortgage broker business, based in their BAILLIESTON, GLASGOW office who currently seek dynamic and experienced individuals to work within their established, highly successful business in their hugely successful retention/remortgage team. The opportunity to be successful here and make the role your own is really exceptional, therefore, we'd love to talk to experienced advisers who have what it takes to generate as many leads from all resources and teams across the business and to generate as much income for the business as possible. The adviser roles have a very competitive base salary with potential to earn £60,000 OTE per annum or higher and there is a comprehensive employee benefit package in place too. All individuals must be sales driven with an open mind to process driven business and not be afraid to work hard to succeed and be naturally highly motivated and self disciplined! The ability to advise and recommend the most suitable mortgage and protection products over the phone & face to face is a given and previous experience in a similar role is ideal as this is an exceptional opportunity!
Mar 18, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. Are you a fully qualified Mortgage Adviser with experience of providing a first class advised customer service to all types of mortgage customers? If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on a challenging and rewarding adviser role. We are recruiting for our highly successful, market leading mortgage broker business, based in their BAILLIESTON, GLASGOW office who currently seek dynamic and experienced individuals to work within their established, highly successful business in their hugely successful retention/remortgage team. The opportunity to be successful here and make the role your own is really exceptional, therefore, we'd love to talk to experienced advisers who have what it takes to generate as many leads from all resources and teams across the business and to generate as much income for the business as possible. The adviser roles have a very competitive base salary with potential to earn £60,000 OTE per annum or higher and there is a comprehensive employee benefit package in place too. All individuals must be sales driven with an open mind to process driven business and not be afraid to work hard to succeed and be naturally highly motivated and self disciplined! The ability to advise and recommend the most suitable mortgage and protection products over the phone & face to face is a given and previous experience in a similar role is ideal as this is an exceptional opportunity!
Are you a Mortgage and Protection Adviser looking for a new role that can offer you hybrid working? My clients are a Mortgage Advisory business that supports a number of Estate Agency Businesses across the UK, which includes some leading brands. They are currently seeking an experienced Mortgage and Protection Adviser to join their established and successful team based in the St Albans area in Hertfordshire This is an excellent opportunity for a tenacious and driven individual with a proven track record in financial services. The position is employed or self-employed opportunity with strong lead volumes. Salary/Benefits for the role of Mortgage and Protection Adviser: Basic £28,000 - £32,000 (Including Car Allowance) OTE £60,000 - £70,000 (Some Advisors earning in excess of £100,000) Commission splits for Self Employed Great commission structure for employed Advisors Excellent benefits and incentives Opportunity to work on a hybrid basis Key responsibilities of a Mortgage and Protection Adviser: Liaising with Sales Negotiators to ensure effective referrals. Giving advice to potential property buyers Chasing potential leads and generating new business Providing a high level of service in line with compliance Requirements for the role of Mortgage and Protection Adviser: Friendly and proactive manner Full CeMAP Qualification essential CAS status preferred. Full UK Driving license Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful. This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client, who is confidential at this stage
Mar 15, 2024
Full time
Are you a Mortgage and Protection Adviser looking for a new role that can offer you hybrid working? My clients are a Mortgage Advisory business that supports a number of Estate Agency Businesses across the UK, which includes some leading brands. They are currently seeking an experienced Mortgage and Protection Adviser to join their established and successful team based in the St Albans area in Hertfordshire This is an excellent opportunity for a tenacious and driven individual with a proven track record in financial services. The position is employed or self-employed opportunity with strong lead volumes. Salary/Benefits for the role of Mortgage and Protection Adviser: Basic £28,000 - £32,000 (Including Car Allowance) OTE £60,000 - £70,000 (Some Advisors earning in excess of £100,000) Commission splits for Self Employed Great commission structure for employed Advisors Excellent benefits and incentives Opportunity to work on a hybrid basis Key responsibilities of a Mortgage and Protection Adviser: Liaising with Sales Negotiators to ensure effective referrals. Giving advice to potential property buyers Chasing potential leads and generating new business Providing a high level of service in line with compliance Requirements for the role of Mortgage and Protection Adviser: Friendly and proactive manner Full CeMAP Qualification essential CAS status preferred. Full UK Driving license Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful. This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client, who is confidential at this stage
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Residential Lettings Agency Location: Chandlers Ford, SO53 Salary: OTE £70k Position: Permanent Full Time This is a superb opportunity for a practicing, qualified and experienced Mortgage & Protection Advisor to join an established Financial Services Company with offices in the Chandlers Ford area. Our client specialises in providing outstanding mortgage advice to customers of its sister Estate Agency group a market leading local firm. This dynamic business thrives on delivering a very personal service; It also means the Advisor is working in a Hot Lead environment and always busy! The successful candidate must have previous or recent experience as Mortgage Adviser , have good all-round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. Candidates who have Competent Advisor Status (CAS) will be considered preferentially. Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage marketplace Currently involved in providing mortgage services and advice CeMAP (or equivalent) qualified Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Previous experience in the property sector helpful Full UK driving license and own car CAS essential The Company: Our client is a highly professional independent Sales and Lettings Estate Agency, with an excellent reputation, a well-known brand and local offices in both Hampshire and Surrey. Benefits: With this Mortgage & Protection Advisor role include: Fully employed role 5 day working week Uncapped commission earnings Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. Please Note: Worth Recruiting are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data only for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37747 Mortgage & Protection Advisor
Mar 15, 2024
Full time
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Residential Lettings Agency Location: Chandlers Ford, SO53 Salary: OTE £70k Position: Permanent Full Time This is a superb opportunity for a practicing, qualified and experienced Mortgage & Protection Advisor to join an established Financial Services Company with offices in the Chandlers Ford area. Our client specialises in providing outstanding mortgage advice to customers of its sister Estate Agency group a market leading local firm. This dynamic business thrives on delivering a very personal service; It also means the Advisor is working in a Hot Lead environment and always busy! The successful candidate must have previous or recent experience as Mortgage Adviser , have good all-round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. Candidates who have Competent Advisor Status (CAS) will be considered preferentially. Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage marketplace Currently involved in providing mortgage services and advice CeMAP (or equivalent) qualified Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Previous experience in the property sector helpful Full UK driving license and own car CAS essential The Company: Our client is a highly professional independent Sales and Lettings Estate Agency, with an excellent reputation, a well-known brand and local offices in both Hampshire and Surrey. Benefits: With this Mortgage & Protection Advisor role include: Fully employed role 5 day working week Uncapped commission earnings Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. Please Note: Worth Recruiting are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data only for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37747 Mortgage & Protection Advisor
Worth Recruiting Property Industry Recruitment SELF-EMPLOYED MORTGAGE & PROTECTION ADVISOR Financial Services Location: Cranleigh Salary: OTE £200k Position: Permanent Full Time Self-Employed Mortgage & Protection Advisor: This is a superb opportunity for an experienced, qualified and practicing Mortgage Adviser to become part of a market leading financial services group either working from home or from the company s offices (your choice!) The successful candidate will be a proactive and enthusiastic Mortgage Adviser with the ability to prioritise and organise their time productively and effectively. You will be hard working, ambitious and passionate about delivery first class mortgage services to your customers and be working with a fully established success team that will be supporting you by generating numerous high-quality leads. In this case the company will cover the cost of Network fees, advertising, web site as well as providing some leads and pay up to 70% of the net commission that is earned. Current Advisors at the firm are earning between £30k and £200k and have the flexibility to work on either a full-time or part-time basis. The ideal candidates must be CeMAP qualified (or equivalent) and have a minimum of 12 months recent experience as a Mortgage & Protection Advisor and be interested in working productively on a self-employed basis. Most importantly, you must have CAS (Competent Advisor Status) This is not a trainee opportunity. Skills: The skills required for this Self-Employed Mortgage & Protection Advisor role will include: Current and previous successful experience as a Mortgage advisor CeMAP (or equivalent) Qualified CAS essential Previous use of mortgage specific software Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client is a long-established, family run Independent Financial Services company that pride themselves on providing outstanding customer service, and who are part of a Financial Network with fantastic further training and development possibilities. Benefits: With this Self-Employed Mortgage & Protection Advisor role benefits include: Huge earning potential Numerous quality leads Self-Employed Contact Us: If you are interested in this role as a Self-Employed Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. Please Note: Worth Recruiting are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data only for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37736 Self-Employed Mortgage & Protection Advisor
Mar 15, 2024
Full time
Worth Recruiting Property Industry Recruitment SELF-EMPLOYED MORTGAGE & PROTECTION ADVISOR Financial Services Location: Cranleigh Salary: OTE £200k Position: Permanent Full Time Self-Employed Mortgage & Protection Advisor: This is a superb opportunity for an experienced, qualified and practicing Mortgage Adviser to become part of a market leading financial services group either working from home or from the company s offices (your choice!) The successful candidate will be a proactive and enthusiastic Mortgage Adviser with the ability to prioritise and organise their time productively and effectively. You will be hard working, ambitious and passionate about delivery first class mortgage services to your customers and be working with a fully established success team that will be supporting you by generating numerous high-quality leads. In this case the company will cover the cost of Network fees, advertising, web site as well as providing some leads and pay up to 70% of the net commission that is earned. Current Advisors at the firm are earning between £30k and £200k and have the flexibility to work on either a full-time or part-time basis. The ideal candidates must be CeMAP qualified (or equivalent) and have a minimum of 12 months recent experience as a Mortgage & Protection Advisor and be interested in working productively on a self-employed basis. Most importantly, you must have CAS (Competent Advisor Status) This is not a trainee opportunity. Skills: The skills required for this Self-Employed Mortgage & Protection Advisor role will include: Current and previous successful experience as a Mortgage advisor CeMAP (or equivalent) Qualified CAS essential Previous use of mortgage specific software Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client is a long-established, family run Independent Financial Services company that pride themselves on providing outstanding customer service, and who are part of a Financial Network with fantastic further training and development possibilities. Benefits: With this Self-Employed Mortgage & Protection Advisor role benefits include: Huge earning potential Numerous quality leads Self-Employed Contact Us: If you are interested in this role as a Self-Employed Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. Please Note: Worth Recruiting are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data only for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37736 Self-Employed Mortgage & Protection Advisor
Self-Employed Financial Adviser Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while benefiting from an established support system? We are currently seeking self-employed advisers to join the team and enjoy the freedom and flexibility of working independently while taking advantage of the comprehensive resources and support. About: We operate in a dynamic environment that offers a range of unique benefits for our self-employed financial advisers: Our compensation structure is competitive and rewarding: 70/30 split at the start, increasing to 75/25 when you hit 5,000 per month, and up to an impressive 85% once you exceed 10,000, encompassing both ongoing and new business. What you earn is determined by what you bring in. Our in-house compliance officer streamlines the process, offering valuable support to ensure you can focus on what you do best. Our in-house team includes a will writer, mortgage brokers, paraplanners, and a protection expert, providing comprehensive support to help you meet your clients' needs. Connections with leading sports teams across the region Benefits and Work Environment: While we offer office space for advisers to use, we understand the importance of flexibility and working from home. Every year, we provide incentives for our advisers, with additional rewards if you reach the 100,000 mark. Advisers can maintain ownership of their clients until they decide on an exit strategy. Our work atmosphere is relaxed, fostering a pleasant team dynamic that values collaboration and mutual support. If you are an experienced financial adviser seeking the freedom of self-employment with the backing of a supportive network, we encourage you to apply. Join our team and enjoy the advantages of autonomy and the convenience of an established infrastructure, all while serving a diverse range of clients and enjoying a relaxed, friendly working atmosphere. What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF
Mar 14, 2024
Full time
Self-Employed Financial Adviser Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while benefiting from an established support system? We are currently seeking self-employed advisers to join the team and enjoy the freedom and flexibility of working independently while taking advantage of the comprehensive resources and support. About: We operate in a dynamic environment that offers a range of unique benefits for our self-employed financial advisers: Our compensation structure is competitive and rewarding: 70/30 split at the start, increasing to 75/25 when you hit 5,000 per month, and up to an impressive 85% once you exceed 10,000, encompassing both ongoing and new business. What you earn is determined by what you bring in. Our in-house compliance officer streamlines the process, offering valuable support to ensure you can focus on what you do best. Our in-house team includes a will writer, mortgage brokers, paraplanners, and a protection expert, providing comprehensive support to help you meet your clients' needs. Connections with leading sports teams across the region Benefits and Work Environment: While we offer office space for advisers to use, we understand the importance of flexibility and working from home. Every year, we provide incentives for our advisers, with additional rewards if you reach the 100,000 mark. Advisers can maintain ownership of their clients until they decide on an exit strategy. Our work atmosphere is relaxed, fostering a pleasant team dynamic that values collaboration and mutual support. If you are an experienced financial adviser seeking the freedom of self-employment with the backing of a supportive network, we encourage you to apply. Join our team and enjoy the advantages of autonomy and the convenience of an established infrastructure, all while serving a diverse range of clients and enjoying a relaxed, friendly working atmosphere. What next? Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF