TENET GROUP is looking for employees for positions:
mortgage & protection adviser
Benefits
company car
Responsibility
project a professional image to your customers and colleagues
build strong customer relationships and provide an excellent customer experience
an exceptional opportunity has arisen to join a well-established and flourishing Financial Services business based in Broadstone
employed role
maintain an excellent knowledge of the mortgage products, underwriting, affordability requirements and all other products offered
£30,000 - £35,000 and OTE of circa £60,000 - £100,000 depending on experience
understand what Treating Customers Fairly means and embed this fully within your work
attend events to promote products and services, as necessary
financial services administrator
Working hours
full-time
Salary
salary
Responsibility
assisting the advisers in meetings, aiding on tasks such as factfinds, risk assessments, ongoing reviews, and other adhoc queries/projects
being a friendly face, greeting clients when they come into the office and ensuring their comfort
corresponding with investment managers, paraplanners, solicitors, accountants, mortgage brokers, providers, and client
full-time role
office-Based
due to continued growth and success, an excellent opportunity has arisen with Charlton Wealth Management, one of reputable Appointed Representatives
providing research for the preparation of suitability reports and ordering illustrations
producing risk reports and ongoing review reports, valuations, and investment analytics
mortgage adviser
Responsibility
self-employed Mortgage Adviser, Leicestershire
surrounded by local estate agencies, you have the opportunity to build strong introducer arrangements with numerous firms to generate new business
you are not required to bring clients with you; however, any self-generated business will be rewarded with favourable commission splits
operating in the local community for over 21 years there is an exciting opportunity for a Mortgage and Protection adviser to join a Mortgage Brokerage where you will be provided with a high-street shop premises, pre-existing client bank, leads and administrative support
in this role you will service and build lasting relationships with circa. 450 current clients ensuring their mortgage and protection needs are being met
you will also provide expert, whole of market advice to new customers which are generated via referrals, walk-ins, and reputation in the local market
shop location on a busy high street surrounded by lots of estate agencies
access to an experienced administrator who will support you and the clients
independent financial adviser
Responsibility
you will be provided with an existing client bank of circa
470 clients to service and grow, with approximately 15% having agreements in place
you will provide new clients whole of market advice to ensure their protection, investment and retirement planning needs are being met
established for over 25 years, a local firm is looking for an experienced Financial Adviser to join their team on a self-employed basis
the firm has a strong reputation in the local market and new business is generated through referrals and recommendations. The firm operates nationwide with clients based across the UK; however, the majority are local to Leicestershire
you will have access to a professional office space where you can host client meetings, allowing for an efficient use of your time by reducing the time spent on the road
professional office environment with parking available
the office space is available to use as much or as little as you like, with the flexibility to work from home if preferred