Company Description
At Severn Financial, we provide comprehensive financial advice across a wide geographic area, from West Wales to London. Our dedicated team offers personalized solutions from our hubs in Swansea, Cardiff, and Rickmansworth. We specialize in wealth management, retirement planning, investment advice, estate planning, insurance solutions, and mortgage advice. With deep regional expertise and a nationwide reach, we tailor our services to meet each client's unique needs.
Role Description
This is a full-time remote self employed role for a Mortgage and Protection Adviser. The adviser will be responsible for providing mortgage advice, planning financial futures, and developing mortgage marketing strategies. Day-to-day tasks include assessing clients' financial situations, identifying suitable mortgage products, and offering protection solutions. The role also involves building long-term client relationships and ensuring compliance with financial regulations.
Qualifications
* Experience in Mortgages, Financial Planning, and Finance
* Skills in Mortgage Marketing and developing marketing strategies
* CeMap Qualified
* Excellent communication and interpersonal skills
* Ability to work independently and remotely
* Experience in the financial sector is a plus
* Bachelor's degree in Finance, Business, or a related field