West Yorkshire
Negotiable
217814
PRINCIPAL ADVISOR who has gained financial services experience within a variety of roles. Currently involved with Financial Services Products including Mortgages, Life Insurance, General Insurance, Wills and Trusts. Carries out fact finds and affordability calculators and fraud prevention tasks are done for every client. Ensures client security, credit worthiness. Achieves relations with key Stakeholders, HNW Clients, expanding his portfolio to including relations with, Insurance & Mortgage Companies, Accountants, Solicitors and Estate Agents to make him run a successful business. Looking for an opportunity to expand, his intention is to progress even further in the mortgage field; with having in mind to develop eventually into the Wealth Management arena.
Certificate in Mortgage Advice & Practice - CeMAP (CAS Status).
Donna Pastor
Tel: 0782 111 9773
Email: dfpastor@iauk.co.uk
Adjusting Appointments Limited
PLEASE NOTE: there is an issue with the REQUEST CV form at the moment, we are working on a fix. Please email your details to recruit@iauk.co.uk whilst we resolve this. Thank you
Thank you, your request has been sent.
Would you like to receive information about new and interesting candidates?
Set up email alerts now! It's FREE!
Please complete all required fields.