Mortgage Advisor progressing to Financial Advisor

Our client is a local financial planning and mortgage
advisory firm based in Cheshire. They are looking to expand their team and ideally
seeking a Mortgage Advisor who wants to progress into wealth advice or a
Financial Advisor who is happy doing some mortgages

You will receive a good number of mortgage leads, plus
pension and investment leads. This will enable you to be busy providing all
types of advice and build your skillset as a Financial Advisor.

Typically, their clients have adopted technology and are
happy to have reviews via video calls or in person if convenient.

In addition, they have a large book of legacy clients for
contacting and converting onto client servicing agreements, which could
significantly boost the client bank. On top of this, they have 4 successful
Mortgage Advisors who could refer quality wealth business to you.

Mortgage Advisor and/or Financial Advisor Requirements

• You must
  fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor
• Plus,
  you should hold your full Level 4 Diploma in Regulated Financial Planning
  (or equivalent)
• You
  should be committed to being self-employed

The Company

This established financial advisory and mortgage brokerage
based in the North West understands the importance of looking after their
clients at all stages of their financial planning. They are looking to expand
their team due to their Advisors being at maximum capacity.

Mortgage Advisor and/or Financial Advisor Benefits

• Self-employed
  role with tiered commission splits
• Hybrid
  role with 2 or 3 days in their Cheshire office
• Urgent
  need as the business is ready for you to takeover the leads being produced
• Admin
  support provided 

Location

Cheshire

Call
us now on 0208 0044 154 or click Apply

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