OneDome
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The role involves providing financial advice and wealth management services to clients for a rapidly expanding firm. Financial advisers will work independently, addressing client needs while leveraging a strong support system and earning competitive commission-based income.
The Self Employed Mortgage Advisor will provide mortgage advice to Bengali-speaking clients, identify potential clients, analyze their information to recommend suitable mortgage options, and ensure compliance with regulatory standards while maintaining high performance levels.
As a self-employed mortgage advisor, you will provide mortgage advice to Turkish-speaking clients, identify potential clients, analyze information, and ensure timely delivery of services while maintaining compliance with regulations. You will also be responsible for professional development and maintaining performance standards.
As a Self-Employed Mortgage Advisor, you will provide mortgage advice to Russian-speaking clients, identifying and meeting their needs while maintaining compliance with industry regulations. Responsibilities include client engagement, documentation, and ongoing professional development.
As a Polish speaking self-employed mortgage advisor, you will provide mortgage advice services to clients, identify and contact potential clients, and ensure all compliance and regulatory standards are maintained. You will also assist in business development while receiving support from the firm in compliance and marketing.
As a Self Employed Mortgage Adviser, you will provide mortgage advice services to clients, identify potential clients, gather their information, analyze their needs, and ensure a high level of client service. Responsibilities include keeping abreast of market changes, complying with regulations, completing documentation accurately, and striving for professional development and growth.
The Head of Conveyancing will lead and manage the conveyancing team, oversee residential property transactions, ensure compliance with regulations, and drive team performance. They'll be responsible for developing a high-performing team and delivering exceptional customer service while utilizing a case management system.
Self-employed financial advisers work within a wealth management firm to provide personalized financial advice to clients. They utilize their knowledge of financial products and markets to help clients achieve their financial goals, whilst having the freedom to manage their clients and work independently.
The Head of Sales Progression will lead a team of Legal Conveyancers and Property Moving Assistants, focusing on delivering a high-quality customer experience in residential property transactions. Responsibilities include managing cases, driving efficiency, and ensuring the adoption of the DealRoom platform while providing valuable feedback to the product team.