Harris Begley Financial Planning are one of Quilter Financial Planning's leading Mortgage, Protection and Wealth advice businesses based in the South West.
They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.
They are offering an outstanding opportunity for a
Mortgage & Protection Adviser
to work on an
Employed Basis
Your duties will include:
* Provide high quality and professional Protection advice
* Fact-find effectively to establish the client's current finances, needs and future aspirations.
* Embrace company values and promote them effectively alongside the brand.
* Completing regular professional development and maintaining the level of knowledge required for the role.
* Outstanding customer outcomes are always our priority
Skills:
* CeMAP or relevant qualification
* A positive attitude and excellent team player
* Client-orientated with high customer service skills and communication
* The ability to explain complex information clearly and simply
* Ensuring that all necessary documentation is completed efficiently, precisely and within the required timeframes
* Minimum 2-3 years experience
Benefits:
Basic Salary £28K-35K Depending on experience - OTE £40-60K+Uncapped
* Qualified Referrals
* 25 Days Holiday
* Pension
* Death in Service x2 Salary