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Administration Executive | Financial Services recruiter, CeMap, CeRER, DipFA
Company Description
Ascendant Financial Services Support is helping a firm in Ipswich hire a mortgage adviser and also a wealth adviser to join their firm.
There is already a successful mortgage book generating mortagge reviews, so you wont be starting from scratch. You will get 25 days holiday. 1 x salary critical illness cover, 4 x salary death in service, private health insurance and pension scheme. Salary range is £30,000-£35,000 per year plus a bonus structure.
They are also looking to welcome a new Wealth Adviser to their close-knit team. You will be responsible for providing ongoing service to a loyal client bank of a retiring adviser who will work with you over an agreed period, to ensure a smooth hand over for all parties. In addition, you would be expected to grow the business through spotting future opportunities and referrals to new clients (including the next generation of current client families).You will get 25 days holiday. 1 x salary critical illness cover, 4 x salary death in service, private health insurance and pension scheme. Salary range is £35,000-£50,000 per year plus a bonus structure
As a mortgage adviser, you’ll work closely with clients to help them achieve their goals. Your key duties will include:
·Assisting clients in identifying borrowing options to suit their needs,
·Advise on mortgage products,
·Assist with applications, and provide support through the mortgage process.
·The role also involves maintaining up-to-date knowledge of mortgage products, market conditions, and lending criteria from various financial institutions.
Daily tasks include client meetings, processing paperwork, ensuring compliance with industry regulations, and collaborating with other team members to achieve company goals.
What We’re Looking For
Qualifications
* Strong understanding of mortgage products and lending criteria
* Excellent communication, negotiation, and interpersonal skills
* Proficiency in client meetings, processing paperwork, and maintaining compliance
* Ability to work both independently and as part of a team
* Problem-solving skills and attention to detail
* Minimum 1 years Experience in the Mortgage/financial services industry
Role Responsibilities - wealth adviser
As a Wealth Adviser, you will:
* Conduct annual and biennial client reviews, managing long-term client relationships with care and professionalism
* Provide holistic financial advice in line with regulatory requirements and best practices
* Identify opportunities for new business through networking, referrals, and proactive relationship management
* Maintain detailed and compliant client records and reports
* Support the practice’s continued growth and uphold our reputation for outstanding service
What We’re Looking For
* Level 4 Diploma in Financial Planning
* A client-first approach and commitment to ethical financial advice
* Excellent communication and interpersonal skills
* Self-motivation and the ability to manage your own schedule and client relationships
* A proactive mindset towards business development and continuous improvement
* Experience in a financial advice role
* CeMAP/CeRER or other mortgage qualifications
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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