Company Description
J Finance Ltd is a leading financial services firm based in Berkshire, specialising in providing mortgage, insurance, and equity release advice.
Our experienced team works closely with clients to understand their financial goals and circumstances, offering tailored solutions to meet their unique needs.
We collaborate with professional introducers, including estate agents, accountants, financial advisers, and lawyers, to enhance their services through our offerings.
Role Description
This is a full-time hybrid role for a Mortgage & Protection Adviser, based in Newbury with the flexibility to work from home. You will be responsible for providing tailored mortgage and protection advice to clients, assessing their financial needs and circumstances, and recommending appropriate products. The role involves maintaining up-to-date knowledge of the mortgage market, conducting financial analysis, preparing and submitting mortgage applications, and liaising with clients and lenders to ensure successful processing of applications.
Qualifications
* Expertise in Mortgages or Financial Planning
* Relevant qualifications including CeMAP, CeRER for example
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team