Earnings on positions in PARTNERS WEALTH MANAGEMENT LLP
PARTNERS WEALTH MANAGEMENT LLP is looking for employees for positions:
mortgage administrator
Requirements
communication Skills
organisational Skills
telephone Manner
prioritisation
1-2 years of operational experience within the Mortgage industry
desirable if CeMAP qualified & committed to professional advancement
good academic background with a desire to undertake relevant examinations
excellent organisation and prioritisation skills
Responsibility
produce whole of the market mortgage illustrations for best possible client outcomes
submit & maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
contribute when required to ad-hoc company projects designed to enhance operational efficiency and the service to our clients
paraplanner
Requirements
financial Planning
report Writing
wealth Management
full Regulated Diploma in Financial Planning preferred or an ambition to be fully qualified within 12 months
strong academic background with a desire to professionally develop and to undertake relevant examinations
excellent organisation and prioritisation skills
outstanding verbal and written communication skills with an eye for detail
professional and smart business presentation
Responsibility
conduct analysis of individual client circumstances, existing arrangements, and future plans
research the whole of the market, comparing different solutions to ensure the best possible client outcomes
attend client meetings when requested to take detailed notes and contribute with technical knowledge and presentation of our lifetime wealth model
contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuations, annual reviews and analysis
work as part of a team with the client support administrators to ensure accurate workflows are maintained
develop and maintain effective relationships with colleagues, clients and third parties
maintain the accuracy & integrity of client data held on our back office system to include input and cleansing as appropriate
compose bespoke and highly personalised financial planning reports in conjunction with our service proposition, underpinned by the quality principles of our internal compliance team