FinstechFinstech

Mortgage & Protection Advisor – South East

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Job Description

As part of a successful growth strategy, our client is looking for a self-employed Mortgage and Protection Advisor to join it’s Financial Solutions business, which operates throughout the UK. This highly valued position will see the successful candidate utilise their proven experience, preferably gained within a banking or estate agency environment, to provide first-class mortgage & protection advice to customers.

What’s on Offer?

  • OTE in excess of £60k
  • The opportunity to work with award winning Mortgage & Protection Advisers
  • A great opportunity to increase income from current independent position
  • A comprehensive back office support function
  • Continued development opportunities with support regarding Financial qualifications
  • Independently based with flexible working

Responsibilities

  • Provide high standards of professional advice and recommendations on mortgage and protection products
  • Oversee each application through to completion and liaise with administrators and other departments
  • Gather sufficient information to identify client’s needs
  • Build rapport with clients and follow up on leads
  • Ensure all relevant documents have been completed in a timely manner

Requirements

  • CeMap qualified (level 1,2 or 3) or L4 Financial Planning.
  • Have a plan on how you’re going to develop the business
  • Possess exceptional communication skills with the ability to build strong relationships with customers and clients
  • Have a proven track record in achieving and exceeding targets and expectations
  • Possess a professional and flexible attitude
  • Have a Full driving licence – some travel is required.

Bonus Points

  • Excellent client relationship building skills
  • Target driven and sales focused
  • Entrepreneurial spirit

Job Summary

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London & South East Location
Full Time Job Type
Entry level CeMAP qualification
FinstechFinstech

About

We're unique in the markets that we operate in because we’ve worked in, worked for, or had working for us the roles that firms are looking to recruit.
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Contacts

6 Heathercroft Road Email: jobs@finstech.co.uk Phone: 07703 017160

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