Financial Advisor - Ipswich, United Kingdom - The mortgage capital

The mortgage capital

Verified Company

Ipswich, United Kingdom

6 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

wanting the next step into your career but do not want the hassle of setting up a new business?

we are after an experianced IFA / Wealth & Investment broker who are wanting to become a director of our sister company, run our wealth brand that runs along side of our mortgage & Commercial company.

About us

We are professional yet personal with all our clients, customer service is our key and we have long term relationships with our clients which was the main reason to expand and becoming a 'one stop shop' having all under one roof.

Our work environment includes:

Workfromhome days
Growth opportunities

Responsibilities:

Advise clients on investment strategies that best suit their needs.
Prepare and present financial reports to clients.
Perform research to analyse new trends in financial markets.
Review customer portfolios to determine if they are meeting their investment objectives.
Discuss financial strategies with clients and suggest changes when necessary.
Deal Effectively with the public.
Troubleshoot problems with customers.
Work with the clients.

MUST have DipFa with experiance.

You will be driving a sister company, which is offset on our mortgage company - with the sight of becoming partner in the Wealth company after passing company checks.

Job Types:
Full-time, Freelance

Benefits: