Mortgage and Wealth Advisory Services Manager
1 week ago
**Wealth and Mortgage Portfolio Manager**
County Rents is seeking a highly skilled and experienced Wealth and Mortgage Portfolio Manager to join our team. As a key member of our organization, you will be responsible for providing high-quality financial planning advice to the company to serve the business needs and maximize revenue and profitability.
Key Responsibilities:
- Financial Planning and Advice: Provide expert financial planning advice to the company, assessing financial situations, presenting financial strategies, and monitoring changes in financial status and personal circumstances.
- Networking and Relationship Building: Establish connections through networking activities and build relationships with business associates, including real estate agents, solicitors, and valuers.
- Financial Opportunities: Promote financial opportunities for the business by seeking purchase referrals and lending/investment opportunities through a network of financial professionals.
- Delivering High-Quality Advice: Monitor the company's financial status, collect data on investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and assess their risk tolerance, and tailor plans to meet the company's financial goals.
- Quality Assurance: Fulfill professional development training requirements annually to comply with legislative, industry, and corporate guidelines, adhere to high compliance standards to meet legislative obligations, and ensure regulatory compliance such as disclosure requirements, service costs, and recommended products.
- Continuous Market Research: Stay up-to-date on financial legislation and market trends, enhance knowledge through tracking financial markets, economic conditions, attending training sessions, reading relevant publications, networking, and participating in professional organizations.
Benefits:
- Salary range: £30,000 - £45,000 depending on experience and skills.
- Discretionary bonus.
- 20 days annual leave plus public holidays.
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Newport Pagnell, Milton Keynes, United Kingdom County Rents Full timeJob Description**About the Role**We are seeking a highly skilled and experienced Wealth and Mortgage Manager to join our team at County Rents. As a key member of our organization, you will be responsible for providing high-quality financial planning advice to our company, serving our business needs and maximizing revenue and profitability.Key...
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