TOWN & COUNTRY FINANCIAL ADVISERS Salary

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6 reviews in total
  Barnstaple
66-67 BOUTPORT STREET BARNSTAPLE EX31 1HG ENGLAND
TIN: 09485983
  Finance and Insurance
Rating of the company
based on 0 evaluations
6 reviews in total

Earnings on positions in TOWN & COUNTRY FINANCIAL ADVISERS

TOWN & COUNTRY FINANCIAL ADVISERS is looking for employees for positions:

mortgage & protection adviser

Working hours

  • full-time | Permanent
  • full-time | Part-time | Permanent

Benefits

  • laptop

Salary

  • salary

Requirements

  • ceMap qualified or relevant mortgage advice qualifications
  • excellent customer service skills and client-orientated
  • the ability to explain complex information clearly and simply
  • excellent, empathetic communicator with a real flair for getting into the detail of things
  • honest and trustworthy attitude
  • respect for confidential information
  • ambitious and driven attitude
  • ability to demonstrate excellence in your field

Responsibility

  • keep up to date with new mortgage and protection products and changes in mortgage regulation
  • fact-find effectively to establish the client’s current finances and future aspirations
  • ensure all regulatory documentation completed within the required timescale

financial adviser

Working hours

  • full-time | Part-time | Permanent

Benefits

  • laptop

Responsibility

  • an exciting opportunity has arisen to join a friendly, local experienced financial advisers based in Barnstaple, North Devon
  • town & Country Financial Advisers Ltd is an appointed representative of the Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd
  • offer compliant financial service solutions to clients
  • service existing clients, carrying out reviews where appropriate
  • prepare sound financial plans to ensure clients meet their financial goals
  • advise clients on current financial issues and make recommendations
  • customise financial plans according to clients’ changing needs
  • build strong relationships to retain existing clients

Requirements

  • diploma Level 4 Qualified UK Financial Adviser
  • ceMAP Qualification an advantage
  • experience in the financial services sector
  • ceMap qualified or relevant mortgage advice qualifications
  • proven track record of success and achievements
  • 2 years minimum experience as a Financial Adviser
  • experience of managing client relationships
  • able to convert qualified leads into new business

financial services administrator

Working hours

  • full-time
  • full-time | Permanent

Salary

  • salary