Financial Services Advisor

5 days ago


Preston, Lancashire, United Kingdom Elevate Recruitment. Full time

Role Summary: We are seeking an experienced Mortgage Adviser to join our client's team. The successful candidate will be responsible for providing expert mortgage advice, processing applications, and maintaining accurate records. This is an excellent opportunity to develop your skills and experience in a dynamic working environment.

">

Key Responsibilities:

">
  • ">
  • Provide accurate mortgage advice to prospective customers face-to-face and/or over the telephone">
  • Process mortgage applications on company software systems">
  • Maintain accurate records and notes throughout all stages of the mortgage application">
  • Approve mortgage applications within specified limits in accordance with the companys lending policy">
  • Consider mortgage applications outside standard lending policy where a justifiable business reason exists">
">

Requirements: To be successful in this role, you will need to be CeMap qualified or industry equivalent, have excellent communication skills, and experience of Microsoft packages (Word & Excel). Strong attention to detail is also essential.

">

What We Offer: In addition to a competitive salary (c £35k per annum), we offer a range of benefits including a 35-hour week, healthcare, pension scheme, free onsite parking, and 25 days' holiday (rising with service) + 8 bank holidays.

">

  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Unlock Your Potential as a Financial Services AdvisorWe are seeking a self-motivated and proactive individual to join our team as a Financial Services Advisor, specializing in equity release. As a key member of our advisory team, you will be responsible for providing high-quality advice and guidance to clients, promoting Age Partnership as the premier...


  • Preston, Lancashire, United Kingdom Countrywide Mortgage Services Full time

    Opportunity for Senior Mortgage Advisor to take a step up into management.This position offers an exceptional chance for a skilled Mortgage Advisor to transition into a leadership role, with a competitive OTE of £65k. About the Role:The successful candidate will provide supervisory support to the Mortgage Services Sales Manager as needed, while also driving...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd seeks a skilled Senior Financial Advisor to lead the way in providing financial planning expertise to clients.Develop and maintain strong client relationships, with a focus on maximising their financial potential and accurately recording all relevant information in the CRM system.Ensure revenue targets are consistently...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Role Overview:We are recruiting for a skilled Trainee Financial Advisor to join our team in Preston. As a trainee advisor, you will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic environment.Your Key Responsibilities Will Include:Supporting senior advisors with client meetings and presentations.Conducting research and...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Agility Resoucing is seeking a Strategic Financial Advisor to drive business growth and improve financial reporting. With a strong track record of CIMA, ACA, or ACCA qualifications and commercial experience, you will work closely with the commercial team to provide analysis and insights that inform business decisions.The ideal candidate will have excellent...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Are you a motivated and experienced professional seeking a challenging role in regulated financial services? Do you have a passion for providing high-quality equity release advice? Join Age Partnership, a leading financial services firm, and take on the exciting challenge of becoming a Field Equity Release Adviser.Salary: £30,000 per annum, plus a car...


  • Preston, Lancashire, United Kingdom Countrywide Mortgage Services Full time

    Unlock Your Potential in Mortgage and ProtectionAre you a motivated individual seeking a challenging role in mortgage and protection? Do you possess exceptional customer service skills and the ability to thrive in a fast-paced environment?We are seeking an outstanding Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Financial Services CoordinatorAgility Resourcing are delighted to be working with a boutique Financial Advisors who offer a full range of accountancy services.Due to growth, they are now looking for an experienced Financial Services Coordinator to help them in their busy office.The role will involve:Processing tax return formsAssisting in the preparation of...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Join Age Partnership, a leading financial services firm, and embark on an exciting career as a Field Equity Release Adviser. This role offers a unique opportunity to provide high-quality equity release advice to existing and prospective clients while promoting Age Partnership as the premier provider of quality advice.Salary: £30,000 per annum, plus a car...


  • Preston, Lancashire, United Kingdom Simpson Judge Ltd Full time

    Join Our TeamWe're seeking a talented Temporary Financial Recruitment Advisor to join our team in Preston Docks. As a key member of our team, you'll be responsible for delivering exceptional recruitment services to clients within the temporary and interim finance division.You'll develop strong relationships with clients and candidates, working...

  • Financial Advisor

    3 weeks ago


    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:We are seeking an experienced Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd in Preston.The successful candidate will have a good understanding of relevant legislation affecting the financial services industry, as well as experience working within the sector. A strong knowledge of compliance processes and...

  • Financial Advisor

    2 days ago


    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Trainee Financial Adviser - CumbriaArtemis Recruitment Consultants Ltd is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Adviser in Cumbria.Role Overview:The successful candidate will be responsible for advising clients on their financial circumstances and objectives, while maintaining high standards...


  • Preston, Lancashire, United Kingdom Max Kirwan Mazda Full time

    About UsMax Kirwan Mazda is a family-run business dedicated to providing exceptional customer service and building long-lasting relationships with our customers.Job SummaryWe are seeking an experienced Automotive Service Advisor to join our team. As a Service Advisor, you will be responsible for communicating with customers, preparing estimates, and working...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Role Overview:Artemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions.Key Responsibilities:Meeting with clients and prospective clients to provide financial planning services.Maintaining and developing client relationships to maximise their...


  • Preston, Lancashire, United Kingdom beBee Professionals Full time £20,000 - £30,000

    We are seeking a Customer Service Advisor to deliver exceptional customer service and support the store's day-to-day operations in Preston, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual...

  • Financial Advisor

    15 hours ago


    Preston, Lancashire, United Kingdom Tampa Gardens Senior Living Full time

    About Our TeamOur team is comprised of experienced professionals who are dedicated to delivering exceptional service to our clients. We are seeking an experienced Senior Accountant to join our team in Tampa Gardens Senior Living.We offer a comprehensive range of financial and business strategy services to enable our clients to achieve profitable growth and...

  • Tax Service Advisor

    2 weeks ago


    Preston, Lancashire, United Kingdom HMRC Full time

    Tax Service Advisor RoleWe are seeking highly motivated and customer-focused individuals to join our team as Tax Service Advisors.Overview of the RoleAs a Tax Service Advisor, you will be responsible for handling contact from customers effectively and efficiently across different lines of business. You will be the first point of contact for our customers,...


  • Preston, UK, Lancashire, United Kingdom Greenbean Full time

    We have an excellent opportunity for Customer Service Advisors to join our call centre team in Preston on a temporary ongoing basis.Starting hourly rate of £11.44 increasing to £12.30 after working 12 weeks, with immediate start dates available!Full training will be provided for the role; however, a customer service background or call centre experience is...


  • Preston, Lancashire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Job OverviewWe are recruiting for a Corporate Insolvency Advisor to join our team at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists.Job Summary:The successful candidate will be responsible for advising on corporate insolvency and financial restructuring matters.Key Duties:Liaise with solicitors on legal advice for wrongful trading...


  • Preston, Lancashire, United Kingdom MHA Full time

    MHA is seeking a highly skilled Financial Services Director to lead our team. This role offers a competitive salary of £80,000 - £100,000 per annum, plus benefits.About the RoleThis is an excellent opportunity for a seasoned financial professional to take on a leadership position within our team. As Financial Services Director, you will be responsible for...