Financial Services Expert

3 weeks ago


West Midlands Combined Authority, United Kingdom Additional Resources Full time
Job Description:

About the Role:

We are seeking a skilled Mortgage Adviser to join our esteemed firm, providing bespoke mortgage and protection advice. This full-time position comes with excellent benefits and a competitive salary.

As a key member of our team, you will deliver expert mortgage advice tailored to clients' needs, overseeing the entire process from consultation to application.

Main Responsibilities:

  1. Engage with clients to understand their financial circumstances and goals, offering personalised mortgage solutions.
  2. Oversee the entire mortgage application process, ensuring compliance with all regulatory standards.
  3. Stay informed on mortgage products, market trends, and rates to deliver the best options to clients.
  4. Build and maintain relationships with clients, estate agents, lenders, and solicitors for smooth transactions.
  5. Ensure accurate documentation and maintain records that align with compliance requirements.

What We Are Looking For:

  1. Previously worked as a Mortgage Advisor, Mortgage Broker, Mortgage Consultant, or in a similar role.
  2. Minimum 2 years' experience as a Mortgage Advisor within the UK.
  3. Strong understanding of FCA regulations and mortgage products in the UK market.
  4. Full CeMAP (Certificate in Mortgage Advice and Practice) or equivalent.
  5. Proven track record of meeting sales targets and delivering exceptional customer service.

What's On Offer:

  1. A competitive salary of £45,000 - £60,000 per annum, depending on experience.
  2. An attractive commission structure.
  3. Access to a wide range of exclusive mortgage products.
  4. Ongoing professional development and training opportunities.
  5. A collaborative and supportive team environment.


  • West Midlands Combined Authority, United Kingdom Regional Recruitment Services Full time

    Job DescriptionWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the RoleThis role involves supporting both clients and internal teams through excellent service and regulatory...


  • West Midlands Combined Authority, United Kingdom Regional Recruitment Services Full time

    Job OverviewWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the CompanyRegional Recruitment Services is a leading provider of recruitment solutions to businesses across the UK. Our...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...


  • West Midlands Combined Authority, United Kingdom Astral Recruitment Full time

    Astral Recruitment is assisting a leading National Wealth Management brand in finding a skilled Financial Services Administrator to join their team. This office-based role is located in Wolverhampton, making it an ideal opportunity for someone within commuting distance.The successful candidate will have some experience in FCA or Financial Services, with the...


  • West Midlands Combined Authority, United Kingdom Regional Recruitment Services Full time

    Job Title: Experienced Financial AdviserDescription:We are seeking an experienced financial adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the Role:This role involves providing expert advice to clients on financial...


  • West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

    Do you have a passion for financial services and a desire to work as part of a close-knit team of experts? As a Financial Services Paraplanner at Exchange Street Claims Ltd, you will play a key role in supporting the development of financial planning strategies and providing expert advice and guidance to colleagues and clients.About the RoleThis role...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Protect Your Clients' FuturesWe are Four Oaks Financial Services, a proud member of the Quilter Financial Planning network, offering award-winning financial services to our valued clients.This exciting opportunity allows a Protection Adviser to work on a Self-Employed Basis, delivering high-quality protection advice and facts-finding to meet clients' unique...


  • West Midlands Combined Authority, United Kingdom Austin Fraser Full time

    Job Title: Financial Services SpecialistA reputable financial services firm, Austin Fraser, is seeking an experienced Paraplanning Expert to support financial advisers in Birmingham. This role requires a strong understanding of financial products and compliance requirements.Key Responsibilities:Support advisers by interpreting client data and providing...


  • West Midlands Combined Authority, United Kingdom Industry Placements Full time

    About the RoleThe position of Expert Financial Analyst Internship is available at Deloitte. We are looking for a detail-oriented and analytical individual to join our team.As an Expert Financial Analyst Intern, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions. You will work closely...


  • West Midlands Combined Authority, United Kingdom Brookson Full time

    Company OverviewBrookson is a leading provider of services in the UK flexible work sector. With over 25 years of experience, we utilize advanced technology and expert support to deliver excellent accounting, tax, financial, legal, and payroll services.We are part of a global company specializing in workforce management solutions and global employment...


  • West Midlands Combined Authority, United Kingdom Robert Walters Full time

    We are seeking a seasoned Procurement and Financial Expert to join our team in Birmingham, England. As a Commercial Finance Business Partner, you will be responsible for leading commercial finance engagement on major programme procurements, providing specialist finance advice to senior decision makers, and managing multiple relationships across key...


  • West Midlands Combined Authority, United Kingdom Austin Fraser Full time

    Job Title:**Financial Accountant Expert**We are seeking an experienced Financial Accountant to join our team at Austin Fraser. The ideal candidate will have a strong background in financial accounting, capital projects, and statutory accounts.The successful candidate will be responsible for providing financial appraisal support for capital projects and...


  • West Midlands Combined Authority, United Kingdom Regional Recruitment Services Full time

    Job BriefWe are currently recruiting for an experienced financial adviser to join our advisory team in the UK. This is a fantastic opportunity for someone looking to take their career to the next level and make a real impact in the world of finance.Responsibilities and ExpectationsThe successful candidate will be responsible for:Providing exceptional...


  • West Midlands Combined Authority, United Kingdom TipTopJob Full time

    Job Description:We are seeking a highly experienced Financial Services Regulation Specialist to join our team at TipTopJob. The ideal candidate will have a minimum of 5 years' experience in financial services regulation and be able to provide expert advice on a wide range of regulatory matters.About the Role:This is an exciting opportunity to work with a...


  • West Midlands Combined Authority, United Kingdom Agility Resoucing Full time

    We are recruiting a Financial Services Advisor to join our dynamic team in the West Midlands.This is a fantastic opportunity to develop your career in accountancy, with a competitive salary of £38,000 - £48,000 per annum.Key Responsibilities:Ensure accurate bank reconciliationsPrepare and submit VAT returns within deadlinesProcess self-assessment tax...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Job OverviewFour Oaks Financial Services is a leading provider of award-winning financial services as part of the Quilter Financial Planning network.This role offers an exceptional opportunity for a Protection Adviser to work on a Self-Employed Basis, focusing on delivering high-quality protection advice to clients.Key responsibilities include:Delivering...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Job DescriptionWe are looking for a highly skilled Financial Security Expert to join our team as a Protection Adviser. In this self-employed role, you will be responsible for providing top-notch Protection advice to our clients and ensuring their financial security.Key Responsibilities:Deliver exceptional Protection advice, considering client needs and...


  • West Midlands Combined Authority, United Kingdom Payrolljobsboard Full time

    Job Overview: Financial Services DirectorEstimated Salary: £80,000 - £100,000 per annumWe are seeking a highly experienced and strategic leader to join our team as a Financial Services Director. In this role, you will be responsible for overseeing the financial operations of Sandwell and West Birmingham NHS Trust.Main Responsibilities:Develop and implement...


  • West Midlands Combined Authority, United Kingdom Pertemps Birmingham Commercial Full time

    Job Overview:Pertemps Birmingham Commercial is looking for an experienced Paraplanner to support financial advisers by providing essential research, analysis, and preparing client documentation. This role requires a strong understanding of financial products and compliance requirements, as well as a commitment to delivering high-quality service to...


  • West Midlands Combined Authority, United Kingdom 4Recruitment Services Full time

    Job OverviewWe are seeking a skilled Income Officer to join our client's team in Rugby. This is a unique opportunity to work with a leading organization in the housing industry.The ideal candidate will have excellent communication skills and be able to work independently, managing rent accounts and providing support to tenants facing financial...