Financial Advisor - Northern Ireland 1. Quality Assurance & Non Client Facing Advice The firm has many clients generated throughout the UK and Northern Ireland, a lot of which we will interact remotely with, generating client reports in a non-facing manner. The suitable candidate will be responsible for: Reviewing the Client Questionnaire with the client over the phone, discussing the Terms of Business, Client Agreement and contacting the client with any queries. Signing off the client's Financial Planning report, after any potential amendments have been identified and completed....

Existing self employed mortgage broker that needs leads as top up! - Hillsborough, South Yorkshire My client has a constant lead generation source for any self employed mortgage broker to complement their existing business. You can work out their offices 2 days per week and convert the leads. 50/50% agreement for written business. This could give you an extra £30k in revenue per year! Please apply for more information. Brite Financial Recruitment Cemap, mortgage broker, self employed, cas, brokerage, leads,.