Juno Careers

At Juno Moneta Wealth, we have a wide and varied choice of careers path for the right candidates. We pride ourselves on our ethical, fair and inclusive corporate culture, empowering candidates to not only be interviewed but to also interview us as a company to ensure we are the right fit for one another.

If you are looking to join our client focused, fast paced, forward thinking and highly professional team, then a career with Juno Moneta could be right for you.

Available Roles

Summary:

An excellent opportunity is available within a fast growing and dynamic financial services business based in Cardiff, South Wales for a Senior Mortgage Advisor to manage, lead and develop a residential lending department. You will be empowered to ensure that the team are equipped to maximise opportunities via telephone activity, appointments and provide customer focused support to clients and stakeholders a like.

Key Responsibilities:

  • Manage the team to achieve the specific sales/activity based targets set to generate additional business and revenue.
  • Deliver against personal key performance indicators i.e. sales and activity targets.
  • Conduct assessment of quality, data and sales performance
  • Provide real time data and MI to the Head of Mortgages and the Group Compliance Director in a timely manner and to meet deadlines.
  • Ensure TCF/CeMap principles are embedded into the team’s culture

You will possess excellent leadership skills having managed a team of a similar size and have excellent people management skills. You will be highly organised, have knowledge of the mortgage market and wider financial services industry. You will be fully CeMap qualified and will also have knowledge/experience of the Consumer Credit, Commercial and Bridging sectors.

Fantastic salary, benefits package available.

Key Responsibilities and Outputs:

  • Supporting the IFA’s in research and analysis to meet client needs and objectives
  • Supporting the IFA’s in preparing client financial plans and suitability reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Key Activities, Accountabilities:

 

Manage a positive and collaborative relationship with Paraplanners, Providers, IFA’s and the Compliance Team

  • Preparation of first visit documentation for IFA’s
  • Preparation of Client Review packs and Annual Reviews
  • Ensure completed fact finds are correct before submission to Paraplanners
  • Prepare sign up packs including research in standard format that can be presented to a client. Ensure all required items on checklist are completed
  • Prepare pre populated application forms
  • Chase business with providers. Keep IFA regularly informed on progress
  • Complete all necessary data input and MI Tasks on Inteliflo and all other software packages required.
  • Contribute to regular reports to the Compliance Director, the wider senior management team and The Board
  • Report directly to the Head of HR
  • Proactively contribute to the File Checking process
  • Type and word-process various documents and electronic information.
  • Create financial and statistical tools and reports using spreadsheets.
  • Manage, organise, and update relevant data using database applications.
  • Communicate and provide information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups.
  • Analyse and interpret financial statistics and other data and produce relevant reports.
  • Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures.
  • Research and investigate information to enable strategic decision-making by others.