We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professions throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire.

The Role

• Mortgage Sourcing
• Preparation of Illustrations
• Liaising with Clients
• Submission of mortgage applications
• Manage the process from research to offer and completion
• Suitability report writing
• Assist in the continual cycle of improving the advice and review process
• Home study to gain specific industry recognised qualifications. Cost of which will be covered by the practice.

Requirements

• Track record of providing a high quality service to clients
• Good administrative and organisational skills
• Proficient in spelling, grammar, punctuation and other English language skills
• Good general computer literacy
• Pleasant and outward personality able to converse with all types of individuals
• Real desire to learn and strive for success

A basic salary of £23,809 is on offer with potentially more dependent on the individual’s prior experience in a similar position.

This is a fantastic opportunity for the right individual to begin at an administrative level with the potential of training and advancement into more senior roles.

If your application is successful, we will contact you to discuss the opportunity in more detail.