Mortgage Advisor
Posted 20 hours 15 minutes ago by First Thought Financial Ltd
£35,000 - £50,000 Annual
Permanent
Full Time
Sales & Marketing Jobs
Hertfordshire, Chorleywood, United Kingdom, WD3
Job Description
An exciting opportunity to join a well-established and leading financial planning businesses. We are a seeking an ambitious and client-orientated mortgage and protection adviser to join us.
We provide a range of services including mortgage planning, estate planning, and financial planning to numerous clients. .
Your duties will usually include
Meeting performance targets
Ability to prospect and organise meetings
Fact-find effectively to establish the client's current finances and future aspirations.
Provide high quality professional independent mortgage advice and explain different types of mortgages available
Explain required insurance products so that clients can make informed choices.
Communicate with estate agents, mortgage lenders, solicitors, and insurance providers.
Ensure all regulatory documentation completed within the required timescale
Keep up to date with new mortgage and protection products and changes in mortgage regulation
Respect your client's right to confidentiality
Support additional income streams
Embrace company values and promote them effectively alongside the brand.
Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
Candidate Requirements:
CeMap qualified or relevant mortgage advice qualifications
Excellent customer service skills and client-orientated
The ability to explain complex information clearly and simply.
Excellent, empathetic communicator with a real flair for getting into the detail of things
Honest and trustworthy attitude.
Respect for confidential information.
Ambitious and driven attitude
Ability to demonstrate excellence in your field
Minimum 1 years' experience
Previously working in banking or sales environment would be of benefit
Benefits
Basic Salary with generous commission split and bonus package
Dedicated Administration support
Superb support and training opportunities
Opportunity to go on Mortgage 2 Wealth Journey with QFP Financial Adviser School and get DipFA qualified (For FREE) and become a Restricted Financial Planner
Fantastic, family-orientated culture within a well-established firm
Laptop supplied
Huge client bank to work from
Key Words:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals, Business, Helping Clients, Customer Relations, Protection, Mortgages, Ambitious, CeMap
Job Types: Full-time, Permanent
Pay: £35,000.00-£50,000.00 per year
Additional pay:
Commission pay
Performance bonus
Benefits:
Company pension
Schedule:
8 hour shift
Work Location: In person
Expected start date: 01/11/2024
We provide a range of services including mortgage planning, estate planning, and financial planning to numerous clients. .
Your duties will usually include
Meeting performance targets
Ability to prospect and organise meetings
Fact-find effectively to establish the client's current finances and future aspirations.
Provide high quality professional independent mortgage advice and explain different types of mortgages available
Explain required insurance products so that clients can make informed choices.
Communicate with estate agents, mortgage lenders, solicitors, and insurance providers.
Ensure all regulatory documentation completed within the required timescale
Keep up to date with new mortgage and protection products and changes in mortgage regulation
Respect your client's right to confidentiality
Support additional income streams
Embrace company values and promote them effectively alongside the brand.
Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
Candidate Requirements:
CeMap qualified or relevant mortgage advice qualifications
Excellent customer service skills and client-orientated
The ability to explain complex information clearly and simply.
Excellent, empathetic communicator with a real flair for getting into the detail of things
Honest and trustworthy attitude.
Respect for confidential information.
Ambitious and driven attitude
Ability to demonstrate excellence in your field
Minimum 1 years' experience
Previously working in banking or sales environment would be of benefit
Benefits
Basic Salary with generous commission split and bonus package
Dedicated Administration support
Superb support and training opportunities
Opportunity to go on Mortgage 2 Wealth Journey with QFP Financial Adviser School and get DipFA qualified (For FREE) and become a Restricted Financial Planner
Fantastic, family-orientated culture within a well-established firm
Laptop supplied
Huge client bank to work from
Key Words:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals, Business, Helping Clients, Customer Relations, Protection, Mortgages, Ambitious, CeMap
Job Types: Full-time, Permanent
Pay: £35,000.00-£50,000.00 per year
Additional pay:
Commission pay
Performance bonus
Benefits:
Company pension
Schedule:
8 hour shift
Work Location: In person
Expected start date: 01/11/2024