Job Title: Self-Employed Mortgage & Protection Advisors

Location: UK Wide

Salary: Excellent Commission Structure

Would you like to be part of a National Brand Advisory Firm and join as a self-employed adviser and reap the benefits of the structure and support an established firm brings with it. You decide when and where you work, you decide your targets and earning potential… we provide you everything you need to do that. We provide you with everything you need to concentrate on what you do best – seeing clients and generating income.

Skills and experience needed (essential or preferred):

The ideal candidate will have the following:

  • CeMAP
  • Competent Adviser Status (CAS),
  • Knowledge and experience of Mortgage and Protection solutions and fully aware of the associated regulatory requirements of these areas
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

If you feel you have the prerequisite skills and experience, then we want to hear from you, please contact Lucy Done on Lucy@cfrecruitment.co.uk or ring her on 07415 773342.

Job Title: Paraplanner

Location: Chepstow

Salary: Up to £30k

About the Company:

Our client, an Independent Financial Advisers who offer bespoke advice to clients throughout the UK are looking to recruit a qualified Paraplanner to join the team. You will be responsible for the daily tasks supporting the IFA’s, playing a key role by providing an efficient and smooth process, ensuring clients get the best results.

Job Description: 

Duties will include:-

  • Undertaking research
  • Creating reports
  • Calculations
  • Financial planning analysis and report writing
  • Ensure all documentation, reports and recommendations are prepared
  • Client communication
Skills and experience needed (essential or preferred):

The ideal candidate will have the following skills and experience needed:-

  • Qualified Paraplanner

  • Previous experience within a fast-paced IFA Practice

  • Excellent communication and analytical skills

For more information or to send applications, please contact Melanie Phillips on melanie@cfrecruitment.co.uk.