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12 jobs from Patrick Clarke Recruitment

Job Title Mortgage Lead Generator Salary/rate £20000/annum Location Central London, London Job Number 101347094 Posted 24/05/2012 (08:20) Agency/Employer Patrick Clarke Recruitment Description MAIN PURPOSE Manage all the new inbound web enquiries from start to finish. Responding to enquiries by telephone in the first instance and following up via telephone and email. Working with the Head of Sales to maximise conversions in the following areas: - Email leads, customer service website enquiries and existing client rate roll offs. Ensuring all leads are recorded and managed by updating the data on a daily basis and following a structured communication strategy. KEY ACCOUNTABILITIES All opportunities are correctly captured and managed through in house CRM Internal owner for lead management from email, customer service website enquiries and the existing client rate roll off programme Booking appointments for clients with Mortgage Consultants Prioritisation, distribution and allocation of leads to the Mortgage Consultants in-line with internal process Chasing of leads via telephone and email Creating & Posting Rate Roll Off mail shots Updating internal systems on a daily basis Feedback into Head of Sales of any potential missed SLAs / missed appointments inline with FSA and TCF REPORTING Weekly review of leads, booked appointments, opportunities and outcomes Daily Opportunity/Lead checker Correct sourcing codes are applied KEY KNOWLEDGE, SKILLS, EXPERIENCE REQUIRED Financial Services experience preferred Effective clear communication and presentation skills both verbal and written Customer focussed and motivated to deliver the highest standard of customer service. Self confident, friendly, professional manner High standard of accuracy Strong attention to detail and good organisation KEY COMPETENCIES Team player. Ability to work to tight deadlines Works well under pressure. Good computer skills (Word, Excel & Microsoft Outlook) Sales and client focussed Results orientated Excellent verbal communication skills Job Type Contract Contract Length 3 Months Start Date Immediatley Contact Details

Job Title Chartered Valuation Surveyor Salary/rate £55000 - £60000/annum Bonuses - Aprox (£40,000 pa) Location Central London, London Job Number 124134602 Posted 23/05/2012 (16:41) Agency/Employer Patrick Clarke Recruitment Description The main purpose of the role is to carry out valuations of residential properties including houses and flats as well as development sites and mixed-use properties mainly within Central London and also within the Home Counties, for a range of banks, buildings societies, other lending institutions, developers, private organisations or individuals. As such the role entails: Carrying out valuation inspections including taking photographs, assessing construction, period features, surrounding properties, and any other elements relevant to the value of the property or site. Conducting detailed and thorough research to establish the value of a property or site applying a range of valuation methods and techniques including conducting analyses using relevant on-line databases and indices and obtaining data from local agents. Analysis and interpretation of comparable evidence. Conducting relevant searches for the property or site, including, where relevant, planning, council tax, business rate, flood, hazardous material, contamination searches. Preparing valuation reports and advice to meet client needs and adhering to strict deadlines whilst complying with the RICS Appraisal and Valuation Standards and other relevant standards. Qualifications required: MRICS qualified via the Residential or Valuation Surveying pathways. Role requirements: Experience in undertaking residential valuations for secured lending purposes. Knowledge of the underlying principles of property law, planning and other relevant regulations or controls and their impact on property values. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Trainee Mortgage Broker Salary/rate £18000 - £22000/annum Uncapped OTE Location North London, London Job Number 101334544 Posted 18/05/2012 (08:40) Agency/Employer Patrick Clarke Recruitment Description Our client is an established Estate Agency with branches located in and around London and Essex. Based in one of their branches, you will receive full training to provide Independent Mortgage advice. You will be working with their established mortgage client bank to provide a quality service and ensure the best financial deal for their clients. To be considered for this role you must ALREADY have full CeMAP, CF1 & CF6 or CEFA 1 and previous face to face sales experience, in addition to a full Driving license This is an employed role with an OTE expected: £30,000 to £45,000 per annum Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Financial Planner Salary/rate £50000 - £60000/annum Benefits + Unlimited earnings Location Devon Job Number 101339210 Posted 18/05/2012 (08:40) Agency/Employer Patrick Clarke Recruitment Description Our client is a firm of Chartered Financial Planners and is offering a fantastic opportunity for an experienced Financial Planner to assist in growing the business, by joining an established talented team. This role benefits from access leads provided from their extensive client base of UHNW Private Clients. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support. You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way. You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients. Key responsibilities: - Setting up meetings with clients - Finding out about clients' current finances and future plans - Researching financial products - Explaining details of products so that clients can make informed choices - Meeting sales targets - Negotiating with providers of financial products - Keeping detailed records - Producing financial reports - Qualifications and skills: Role requirements: Chartered status or Diploma qualified working towards Chartered status Competent advisor status Excellent standard of written and verbal communication with ability to liaise with people at all levels Awareness of industry trends and developments Excellent client handling skills; ability to establish rapport quickly, creation of trust Management of expectations, delivery and responsiveness Excellent organisational skills, with ability to prioritise effectively and cope with pressure High motivation, self starter and flexible Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Financial Planner Salary/rate £35000 - £45000/annum Benefits + Commission Location Somerset Job Number 101341841 Posted 18/05/2012 (08:40) Agency/Employer Patrick Clarke Recruitment Description Our client is a progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior advisor with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support. You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way. You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients. Key responsibilities: Setting up meetings with clients Finding out about clients' current finances and future plans Researching financial products Explaining details of products so that clients can make informed choices Meeting sales targets Negotiating with providers of financial products Keeping detailed records Producing financial reports Qualifications and skills: IFA desirable and Diploma qualified working towards Chartered Competent advisor status Excellent standard of written and verbal communication with ability to liaise with people at all levels Awareness of industry trends and developments Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness Excellent organisational skills, with ability to prioritise effectively and cope with pressure High motivation, self starter and flexible You will be hard pushed to find a better opportunity to further your career within a growing financial planning firm. In return for your talent and contribution we will provide you with reward and recognition that reflect your high performance. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Trainee Mortgage Advisor Salary/rate £15000/annum Benefits + £35,000 OTE Uncapped Location Avon, Somerset Job Number 101339736 Posted 18/05/2012 (08:40) Agency/Employer Patrick Clarke Recruitment Description Our client will provide you with: - Full training including industry exams - Lots of quality enquiries - An excellent level of sales and post-sales support - The platform to build a long term career Candidate requirements: - Commitment to taking financial exams (CeMAP) to become a qualified Mortgage Advisor - Motivation and drive to succeed in a sales environment - Desire to provide the highest standard of advice and service to your clients - Eagerness to join and be a part of a dynamic, fast-growing company - A further education degree - Previous sales experience within the last 12 months Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Equity Release Advisor Salary/rate £26000 - £45000/annum Benefits + £45,000 OTE Location Kent Job Number 101335517 Posted 15/05/2012 (09:07) Agency/Employer Patrick Clarke Recruitment Description Our client is one of the UK’s leading names within the Equity Release market and is currently recruiting a home based Equity Release Advisor for Epsom, Surrey The role Provide quality equity release advice to clients in order to identify and agree their needs and identify appropriate products Follow all appointments provided, meeting company sales standards and practice, and maximise opportunities to turn interested enquiries into sales Maintain standards of business activity and issued business to meet agreed Targets Co-ordinate sales activity with company servicing staff, providing complete and accurate information, to ensure best customer service through effective and efficient processing of products sold Adhere to the regulatory standards and maintain knowledge and practice to meet company T&C requirements and authorised sales status The Person Professional background accustomed to high standards of personal discipline and behavior Proven ability and experience in Financial Services having developed the breadth of relevant quality advice to meet a wide range of customer circumstances, ideally Equity Release products Direct sales experience as 100% of your leads will be generated, but requiring high quality “closing” skills Background and training in a sales environment based on integrity and customer services Qualified to FPC3 or CeFA 3 level, and CEMAP or MAQ and ideally CeRER Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Mortgage Broker Salary/rate £25000 - £35000/annum Uncapped OTE Location London Job Number 101334541 Posted 15/05/2012 (09:07) Agency/Employer Patrick Clarke Recruitment Description Our client represents one of the premiere names in the Mortgage industry. They are looking for people with great attitude, good work ethic and a passion/desire to be highly successful. You will need to be disciplined, organised and self motivated with an excellent track record. They are receiving over 100 new enquiries a day, in addition to leads from their introducers which are a combination of some of the major Accountancy firms, Solicitors and Private Banks in the UK. This is an employed position with all leads provided in addition to an excellent back office support structure. To be considered you must be fully CeMAP, CF1 & CF6 or MAQ and have been signed off as competent advisor status (CAS) Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title IFA Administrator Salary/rate £20000 - £25000/annum Benefits Location Exeter, Devon Job Number 101345212 Posted 09/05/2012 (17:12) Agency/Employer Patrick Clarke Recruitment Description Our client is a national independent financial advisory firm specialising in the provision of financial advice to Private and Corporate clients. The successful candidate will have previous administration experience and experience within an IFA firm is desirable. If you are highly organised, have excellent interpersonal skills and the ability to manage their own workload methodically, then this could be a fantastic opportunity to join an expanding and highly reputable Company. You will provide administration support to their consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Advisor Office), and processing new business applications. You will help to contribute to the efficiency and high performance of the team, by prioritising and managing your workload, and delivering on time. Key duties include: Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate Processing client authority letters and obtaining detailed policy information Updating and maintaining 1st Advisor Office with client personal and policy information Processing new business applications and following through until completion Dealing with client and product provider queries Role requirements: Previous experience of working within an IFA as an administrator Excellent organisational skills Excellent interpersonal skills Ability to clearly communicate with clients by post, email and telephone Ability to manage workloads and meet deadlines and service standards Experience of using 1st Software / maintaining accurate client records Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title IFA - Home based Salary/rate £25000 - £30000/annum Benefits + Commission Location Birmingham, West Midlands Job Number 101345070 Posted 08/05/2012 (17:03) Agency/Employer Patrick Clarke Recruitment Description Our client is a firm of Chartered Financial Planners and is looking for experienced IFA’s, to assist in growing the business. This is an employed role, working from home, providing comprehensive independent financial planning service to high value personal and corporate clients. You will also receive full administration and para planning support. You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way. You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients. Key responsibilities: - Setting up meetings with clients - Finding out about clients' current finances and future plans - Researching financial products - Explaining details of products so that clients can make informed choices - Meeting sales targets - Negotiating with providers of financial products - Keeping detailed records - Producing financial reports - Qualifications and skills: Role requirements: Diploma qualified or Chartered status (Candidates who are at the final stages of becoming Diploma qualified, will also be considered) Competent advisor status Excellent standard of written and verbal communication with ability to liaise with people at all levels Awareness of industry trends and developments Excellent client handling skills; ability to establish rapport quickly, creation of trust Management of expectations, delivery and responsiveness Excellent organisational skills, with ability to prioritise effectively and cope with pressure High motivation, self starter and flexible Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title IFA - Home based Salary/rate £25000 - £30000/annum Benefits + Commission Location Gloucester, Gloucestershire Job Number 101345068 Posted 08/05/2012 (16:57) Agency/Employer Patrick Clarke Recruitment Description Our client is a firm of Chartered Financial Planners and is looking for experienced IFA’s, to assist in growing the business. This is an employed role, working from home, providing comprehensive independent financial planning service to high value personal and corporate clients. You will also receive full administration and para planning support. You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way. You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients. Key responsibilities: - Setting up meetings with clients - Finding out about clients' current finances and future plans - Researching financial products - Explaining details of products so that clients can make informed choices - Meeting sales targets - Negotiating with providers of financial products - Keeping detailed records - Producing financial reports - Qualifications and skills: Role requirements: Diploma qualified or Chartered status (Candidates who are at the final stages of becoming Diploma qualified, will also be considered) Competent advisor status Excellent standard of written and verbal communication with ability to liaise with people at all levels Awareness of industry trends and developments Excellent client handling skills; ability to establish rapport quickly, creation of trust Management of expectations, delivery and responsiveness Excellent organisational skills, with ability to prioritise effectively and cope with pressure High motivation, self starter and flexible Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title IFA - Home based Salary/rate £25000 - £30000/annum Benefits + Commission Location Leeds, West Yorkshire Job Number 101345066 Posted 08/05/2012 (16:47) Agency/Employer Patrick Clarke Recruitment Description Our client is a firm of Chartered Financial Planners and is looking for experienced IFA’s, to assist in growing the business. This is an employed role, working from home, providing comprehensive independent financial planning service to high value personal and corporate clients. You will also receive full administration and para planning support. You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way. You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients. Key responsibilities: - Setting up meetings with clients - Finding out about clients' current finances and future plans - Researching financial products - Explaining details of products so that clients can make informed choices - Meeting sales targets - Negotiating with providers of financial products - Keeping detailed records - Producing financial reports - Qualifications and skills: Role requirements: Diploma qualified or Chartered status (Candidates who are at the final stages of becoming Diploma qualified, will also be considered) Competent advisor status Excellent standard of written and verbal communication with ability to liaise with people at all levels Awareness of industry trends and developments Excellent client handling skills; ability to establish rapport quickly, creation of trust Management of expectations, delivery and responsiveness Excellent organisational skills, with ability to prioritise effectively and cope with pressure High motivation, self starter and flexible Job Type Permanent Contract Length N/A Start Date Contact Details

12 jobs from Patrick Clarke Recruitment