Mortgage Adviser

This employed, Mortgage & Protection Adviser job in
Bromsgrove is ideal for an experienced Adviser keen to join a widely respected
IFA firm

As a Mortgage & Protection Adviser, you will be
assisting their new and existing clients by providing advice to them on their mortgage
and protection needs. In addition, you should guide clients through the process
and liaise with solicitors and estate agents to ensure cases reach completion.

Our client’s core service is financial planning; therefore majority
of the clients will be passed to you by their team of Financial Advisers,
meaning the client already has a relationship with the company and likely be
able to benefit from existing details on file.

Alongside clients provided to you, you should be proactive
in generating new clients through referrals, professional introducers,
converting company leads and personal connections. The business is active in
producing marketing materials, therefore you should utilise these on social
media and when networking with introducers.

Mortgage & Protection Adviser Requirements

• You
  must hold full CeMAP or equivalent
• You
  should also hold R05 or be happy to obtain this
• You
  must have experience as a Mortgage Adviser with CAS status
• You
  should have a positive approach towards technology and be confident
  talking to clients via video conferencing
• You
  should be proactive in spotting new business opportunities

Mortgage & Protection Adviser Benefits

• Salary
  of £30,000 – £35,000 subject to experience and qualifications
• Plus
  discretionary annual bonus, following completion of a year’s service
• Office
  based role with some travel to client visits if essential or the client
  wishes
• Flexible
  working with good holiday allowance and option to buy and sell holiday
• Contributory
  pension scheme and death-in-service benefit
• Other
  company benefits include annual Christmas and summer parties, discounted
  spending from retailers, health clubs etc

Locations

Bromsgrove

Call
us now on 0208 0044 154 or click Apply

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