Financial Services Advisor
1 day ago
Establish a successful career as a CEMAP Qualified Mortgage and Protection Broker with Winstree Financial Services, a premier provider of expert guidance on Mortgage and Protection solutions.
Role OverviewLeverage high-quality leads to deliver tailored advice to clients via telephone and face-to-face interactions. Engage in warm, pre-qualified leads to enhance your ability to focus on building relationships and closing deals.
Key Responsibilities:
- Deliver expert advice and tailored solutions to clients
- Engage in warm, pre-qualified leads
- Conduct additional fact-finding when required
- Provide online quotations and advice
- Proficient in telephone-based client interactions
We offer ongoing training & development and high-quality, pre-qualified leads. Enjoy the benefits of being part of a dynamic team with opportunities for advancement in the Financial Services sector.
The estimated salary for this role is £22,880 per year. The position requires you to be self-motivated and success-driven with a clear commitment to advancing within the Financial Services sector.
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Servicing Financial Advisor Role
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeRequirements and QualificationsTo be successful in this Servicing Financial Advisor role, you will need:Experience: At least 2 years' experience as a Paraplanner, demonstrating a strong understanding of the industry and its requirements.Diploma: A Level 4 Diploma or equivalent, showcasing your expertise in key financial planning areas.Skills: Strong...
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Financial Advisor Professional
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob Title: Paraplanner to Servicing Financial AdvisorWe are seeking a skilled and passionate paraplanner to join our organization in the UK. This role offers a unique opportunity to collaborate with seasoned professionals and grow towards becoming a Servicing Financial Advisor.About the Role:Closely collaborate with advisers to prepare recommendations and...
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Paraplanner to Servicing Financial Advisor Role
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Servicing Financial Specialist
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Financial Advisor Role
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Financial Advisor Role
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob TitleWe are seeking a highly skilled and motivated individual to join our team as a Servicing Financial Advisor.This role offers a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of...
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Paraplanner to Financial Services Expert
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Expert Financial Advisor Position Available
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Servicing Financial Advisory Position
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob Overview: Financial Divisions is seeking a talented Paraplanner to join our team and progress towards becoming a Servicing Financial Advisor. This role requires strong communication skills, attention to detail, and proficiency in MS Office, particularly Excel.About the Ideal Candidate: We are looking for a motivated and ambitious individual with at least...
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Financial Planning Consultant
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Colchester, Essex, United Kingdom Financial Divisions Full timeCompany Overview">At Financial Divisions, we are committed to providing exceptional wealth management services to our clients. We are seeking a highly skilled and motivated individual to join our team as a Servicing Financial Advisor.
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Paraplanner to Servicing Advisor Career Path
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Colchester, Essex, United Kingdom Financial Divisions Full timeCareer Development OpportunityWe are looking for a talented and ambitious individual to take the next step in their career as a Servicing Financial Advisor.This role provides a unique opportunity to work closely with experienced professionals, develop your skills and expertise, and contribute to the growth and success of our company.As a pivotal member of...
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High Net Worth Financial Planner
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High Net Worth Advisor
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HNW Investment Advisor
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Financial Services Specialist
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Colchester, Essex, United Kingdom Financial Divisions Full timeCompany Overview:Fiserv Financial Divisions is a leading financial services provider, seeking a skilled Servicing Financial Advisor to join our team. Our client-centric environment offers unique opportunities for growth and advancement.