Mortgage & Protection Advisor

This Mortgage Advisor job is available within an established
wealth management firm who is seeking an experienced individual to join their
team and provide mortgage & protection advice to their clients

Their previous Mortgage Advisor retired a few years ago, therefore,
they have a good book of existing clients available for you to re-engage with, many
of which may be reaching the end of their fixed term.

In addition, you would benefit from their existing clients
from their wealth management team, which will typically produce healthy
mortgage cases for you. Our client anticipates plenty of need for you to
provide protection advice to clients as well. Furthermore, the business has an employee
benefits team, therefore there is opportunity for you to get in front of
numerous corporate clients and provide your advice services to their employees

As such, we are looking for a proactive individual who can
make things happen and unearth opportunities. As you will be the sole Mortgage
Advisor within the business, it is important you are confident in your
experience and knowledge and can run your own desk within the wider team.

Alongside the leads / access to clients available, our
client would expect some business to come with you and/or for you to be able to
generate some of your own business

Mortgage Advisor Requirements

• You
  should be a Mortgage Advisor with experience of delivering quality client
  service
• You should
  be confident providing mortgage and protection advice
• You should
  be fully CeMAP qualified or equivalent
• You should
  be comfortable being the sole Mortgage Advisor
• Looking
  for customer focused team members

The Company

This long established firm has dual focus with teams
specialising in wealth management and employee benefits. As such, they support
personal and corporate clients across both sides of their business. You will be
joining a close knit team who enjoy working together to support their clients
and provide great service. They are big advocates of internal development and
progression and seeing their team flourish.

Mortgage Advisor Benefits

• Salary
  of £30,000 – £40,000 (negotiable) plus performance related bonuses
• Company
  benefits include 22 days holiday + bank holidays + office closed between
  Christmas and New Year at Director’s discretion, 4x DIS, 2x critical
  illness, health cash plan and biannual discretionary bonus
• Working
  hours of 8:30am – 5pm, Monday to Thursday, 8:30am – 1:30pm, Friday
• Office
  based role with potentially Friday from home
• Free
  car parking available on site
• Huge
  access to existing clients to generate business from

Locations

Meriden

Call us now on 0208 0044 154 or click Apply

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