Working within a new arm of one of the largest and most successful wealth management Practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner.
You will be working alongside our team of Mortgage Advisers to assist them in delivering a first class, professional client service. This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst ensuring the Advisers are fully supported in their roles. At the same time as supporting the Mortgage Department, you will be provided with training and guidance to help develop your understanding of the wealth management side of the business – with the longer-term aim of progressing into a Client Support role, and beyond.
The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A prior understanding of mortgage administration would be a definite advantage for any candidate wishing to apply.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all applications are up to date and all supporting documents have been obtained. You will stay in contact with providers and provide updates to the clients to keep aware of their applications – good communication skills are a must.
The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.
Key Experience & Skills
In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)
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