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We are looking for a highly motivated Mortgage Advisor to join our fast-paced, growing, successful team in Cardiff.
You will work closely with our team to help customers with their requirements whilst taking care of all their mortgage and protection needs.
Requirements
- CeMAP or equivalent qualified
- Experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor). The company is also willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client-facing or business development skills.
- Very strong technical knowledge of all lending products.
- Personality is key. We're looking for a driven and motivated individual. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working, and have the ability to quickly form strong relationships.
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This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.
If you are interested in this or other similar roles, please do not hesitate to get in contact at enquiries@ramsayandwhite.com.
We are currently looking for an experienced Financial Adviser to join our Wealth Management arm with flexibility in remote working, dedicated paraplanning and administration team as support.
As a Financial Adviser, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection, and retirement planning.
- To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning.
- Provide regular financial advice to clients in line with the company’s service proposition.
- Review and respond to clients' changing financial needs and circumstances.
- Advise clients on appropriate financial solutions.
- Undertake reviews of client portfolios and compile annual suitability reports.
- Maintain performance, development, awareness of industry and legislative changes, product, and technical knowledge to maintain 'Competent Adviser Status'.
- A minimum of two years in regulated Financial Advice.
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This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.
If you are interested in this or other similar roles, please do not hesitate to get in contact at enquiries@ramsayandwhite.com.
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