At The Kalon Group, we offer expert advice on a wide range of financial protection areas, including Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Our mantra is ‘enriching lives and futures’ stemming from our ethos of keeping our client’s financial wellbeing at the heart of everything we do. We recognise that each client’s situation is unique, and we therefore focus on providing bespoke solutions tailored to our client’s individual needs and objectives.
About the Role
The opportunity arises at a key time for the firm’s growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust.
You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office.
This is a hybrid opportunity, based in Ipswich, with a requirement to be in the office a couple of days a week.
The benefits:
* Salary - £30,000 - £45,000 basic salary (dependent on experience)
* Bonus opportunity
* Death in Service Benefit
* Pension Scheme
* Critical illness cover
* Private health insurance
* You will take over an experienced advisors client bank with regular enquiries coming into the business.
Your responsibilities will include:
* Providing quality advice on all Mortgage and Protection needs, to a range of active clients.
* You will be responsible for managing client enquiries and the advice process end-to-end.
* You will benefit from both flexible working options and ongoing training and development.
* You will build and nourish relationships with clients who really value quality service.
* You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.
* You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.
* Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.
* Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals.
* Generate new business by developing introducer relationships.
What will you need to succeed:
This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.
* We can consider applications from existing Mortgage Advisers across all experience levels but you must
* You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme.
* You can work on a hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients’ needs.
* You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations.
The Kalon Group is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.