Top Tech Jobs & Startup Jobs

The Financial Planner will provide tailored financial advice to clients, focusing on life insurance, investment, retirement planning, and estate planning. Responsibilities include meeting clients, analyzing their financial circumstances, preparing recommendations, and keeping up with financial products and legislation. The role requires strong client care and communication skills, with a focus on building relationships and achieving targets.

As a Mortgage Advisor at CMME, you will liaise with clients and lenders, provide quality mortgage advice, establish client relationships, gather and analyze client information, ensure a seamless mortgage application process, and maintain compliance with regulatory requirements. Competitive salary with OTE up to approximately £100k, commission scheme, staff benefits, and salary sacrifice options available.

Self-employed financial advisers will provide personalized financial advice, leveraging their knowledge of financial products and regulations to help clients achieve their financial goals. They will work independently and are supported by a wealth management firm, with a significant opportunity to convert potential clients into active ones.