Director and Financial Advisor at Plan Financial
Company Description
A small Financial Adviser firm based on Bristol Business Park near UWE.
Role Description
Experience within the Mortgage/Financial Services industry necessary. This is a hybrid role and it is necessary for applicants to live in or very close to Bristol/South Gloucestershire.
Main Duties
* Handling new mortgage applications once the Adviser has made recommendation - liaising with the client, the lender and preparing the file for compliance check.
* To manage the existing mortgage client bank ensuring clients receive advice ahead of mortgage rate expiry.
* Help to develop and modernise current practices (e.g., making use of client document upload, electronic signatures, etc.)
Qualities
* Good organisation
* Proficiency with Google Workspace, or similar system
* Proficiency in Microsoft Office Suite and other relevant software
* Strong verbal and written communication skills
* Ability to work both independently and collaboratively
Seniority Level: Entry level
Employment Type: Part-time
Job Function: Finance and Sales
#J-18808-Ljbffr