Banking advisor Work, Jobs in Cheltenham, Gls (with Salaries)

Mortgage Advisor
NGEN Financial Planning —Cheltenham
- £25,000 - £60,000 a year
- Part-time
- Hybrid work
- English
- In-person
- Profit sharing
- Flexitime
Quick apply
6d
Financial Advisor
NGEN Financial Planning —Cheltenham
- £30,000 - £100,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- In-person
- Profit sharing
- Flexitime
Quick apply
6d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
12d
Community Manager, APAC
Armstrong Wolfe —Malvern
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Financial services
- Work from home
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Financial Advisor
NGEN Financial Planning —Cheltenham
Advise clients on a range of financial products and services, including investments, pensions, insurance, and estate planning.
£30,000 - £100,000 a year
Quick apply
6d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
Previous experience in financial services administration, sales or education roles (essential). Excellent presentation and sales skills.
£50,000 a year
Quick apply
11d

I want to receive the latest job alerts for banking advisor in cheltenham, gls

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Mortgage Advisor

NGEN Financial Planning
Cheltenham

Quick apply

Job details

Permanent | Part-time | Full-time
£25,000 - £60,000 a year
6 days ago

Benefits

Profit sharing
Flexitime

Qualifications

English

Full job description

We are seeking a motivated and customer-focused Mortgage Advisor or a small Mortgage practice interested in partnering-up and expanding.

NGEN Financial Planning started in 2018 and provides asset management, financial planning, mortgages and equity release services to individual, professional and institutional investors.

NGEN is part of a Financial Services and FinTech Group (incorporating Financial Advisory, Asset Management and Technology Platforms.) Our backgrounds are in top-tier investment banking, and there is significant expertise within the group in the areas of Asset Management and Financial Technology. We have acquired and consolidated several Financial Services and Mortgage practices in the UK over the last seven years and integrated them into a streamlined high-quality offering. We have offices in London, Yorkshire, The Midlands and The Cotswolds.

The successful individual will benefit from significant opportunites for cross-selling between our Financial Services clients, centralised compliance, a high street office, administrative support and significant opportunities for growth, with revenue share agreements available. The role could be office based from our Cheltenham office, or hybrid, working from home and the office.

Role

Provide professional mortgage and protection advice to new and existing clients
Assess clients' financial situations and borrowing capacity
Recommend appropriate mortgage products from a panel of lenders
Guide clients through the mortgage application process from enquiry to completion
Ensure all advice and documentation complies with regulatory requirements
Maintain up-to-date knowledge of mortgage products, lenders and industry regulations
Build and maintain strong relationships with clients, estate agents and lenders
Generate new business through referrals, networking and leads

Qualifications

Proven experience as a Mortgage Advisor, Mortgage Broker or similar
CeMAP qualification (or equivalent) preferred
Strong understanding of mortgage products and the UK lending market
Excellent interpersonal skills with the ability to communicate complex information clearly.
Organised with strong attention to detail and the ability to manage multiple client portfolios effectively.

Pay: £25,000.00-£60,000.00 per year

Benefits:

Flexitime
Profit sharing

Ability to commute/relocate:

Cheltenham GL50 1RX: reliably commute or plan to relocate before starting work (required)

Experience:

Financial Advisor: 1 year (required)

Language:

English (required)

Licence/Certification:

Qualified IFA (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in cheltenham, gls

Mortgage Advisor

Financial Advisor

RBC Brewin Dolphin - Wealth Manager - West of England

Community Manager, APAC

More jobs to discover

I want to receive the latest job alerts for banking advisor in cheltenham, gls

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected