Financial Planning Consultant, Mortgages

**White Financial Services** **Location: Taunton, Somerset** Are you an experienced Mortgage & Protection Consultant seeking the flexibility and autonomy of working from home? Join our team at White Financial Services and unleash your potential in the dynamic world of mortgage broking. **Position Overview**: As a Mortgage & Protection Consultant, you will...

**The Role** We are looking for self-employed Mortgage Brokers to join our exciting team. Main Responsibilities include; - Meeting with clients in person, virtually or over the phone - Fact Finding - Assessing an Income & Expenditure breakdown - Assessing which type of mortgage is most suitable for each client - Keeping up to date with new mortgage...

**The Role** We are looking for self-employed Mortgage Brokers to join our exciting team. Main Responsibilities include; - Meeting with clients in person, virtually or over the phone - Fact Finding - Assessing an Income & Expenditure breakdown - Assessing which type of mortgage is most suitable for each client - Keeping up to date with new mortgage...

Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...

This is an outstanding opportunity for an experienced mortgage administrator to join a well established mortgage broker in the Taunton area with an excellent working environment. You will be required to work alongside the mortgage advisers offering full administrative support. You will liaise closely with the clients, the mortgage advisers and the lenders...

Job DescriptionConsultant, Financial PlanningThe roleWe’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of...

**Job Description**: **Are you feeling stuck in your current career but don't know where to turn? We understand that the thought of retraining can be daunting, but what if we told you that you could have a rewarding career in financial services?** Our award-winning partner client is seeking motivated professionals like you to join their team as a Trainee...

Are you an experienced Mortgage and Equity Release Adviser looking to join a fantastic financial planning firm? My clients are a firm of Chartered Accountants, Tax Consultants and Financial Planners, who provide high-quality advice to over 5000 local and national businesses and individuals. They are currently looking for an experienced Mortgage and Equity...

Consultant, Financial PlanningThe roleWe’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales...

Consultant, Financial PlanningThe roleWe’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales...

The REED Specialist Financial Services team are working with a fantastic organisation in Taunton, looking for multiple Trainee Mortgage Advisers to join their ever growing team. This is a really exciting time for the organisation and a fantastic opportunity for someone to learn and progress to become a qualified Mortgage Adviser. Full, in depth training is...

Are you an experienced Financial Planning Administrator looking for a new opportunity in a well-established Financial Planning department? My clients are currently recruiting for a Financial Planning Administrator to join their Taunton office. They providehigh-quality advice to over 5000 businesses and individuals. **The Financial Planning Administrator...

Consultant, Financial PlanningThe roleWe’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales...

**Are you ambitious, driven and career focused? Do you have a passion to work in financial services?** **This rare opportunity offers a limited number of outstanding individuals, with no previous experience in the field, the opportunity to become a successful adviser.** **This opportunity will suit someone with a successful career track record within a...

**Job Description** Do you have a hunger for training and developing people for their future success?** **Would you like to work for the UKs Largest Mortgage Broker and Property Services Group?** **Location: Devon & Cornwall** **This role involves**: To support the Countrywide Mortgage Services Sales Managers (MSSMs) in developing the knowledge, skills...

Job OverviewWe are seeking a skilled Financial Planning Expert to join our team in Taunton, where you will be responsible for managing a portfolio of clients and providing holistic advice on financial planning.The ideal candidate will have commercial experience in a fee-based environment, with strong relationships with accountancy partners and professional...

Salary: £45,000 - £60,000 per annum">About the Role:">">We are seeking a talented Financial Planning Consultant to join our team in Taunton. As a key member of our Financial Planning department, you will be responsible for managing a portfolio of clients and providing them with holistic advice on all aspects of their financial lives.">">Key...

Our client is a leading, dynamic and successful Financial Services firm with an impressive track record and clear strategy for growth. With a passion for providing an exemplary service to their clients, they are experiencing further growth and are expandingtheir business as a result. They offer a professional, rewarding and supportive culture and believe in...

Due to our clients' continued expansion, an exciting opportunity has arisen for Acorn Recruitment to recruit a Planning Consultant to join their busy Development, Land & Planning department in Taunton. This is a demanding role in a busy environment, and you will be working amongst a dedicated and vibrant team of Planning Consultants and Architectural...

Job Title: Senior Financial Consultant">Location: YeovilWe are seeking a Senior Financial Consultant to join our team in Yeovil. As a Senior Financial Consultant, you will work with a variety of clients across multiple sectors, including sole traders, partnerships, limited companies, and charities.">The ideal candidate will be responsible for managing...