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Head of paraplanning

Blaby
Permanent
Premier Jobs UK
Posted: 3 November
Offer description

This employed Mortgage & Insurance Advisor job is available to takeover the client bank from a busy Director who wants to focus on strategic tasks moving forwards. The Director has a personal client bank of several hundred and regularly wins business from speaking at events This is ideal for a Mortgage & Insurance Advisor who enjoys being very busy, you could realistically be holding 10 client meetings per week. Due to the nature of the leads being from existing clients or from warm enquiries you should expect over 50% conversion rate! Your business mix will consist of both mortgages and insurance advice, therefore important you are knowledgeable, passionate and skilled in both areas of advice. It is important you work closely with the Director of the business, as he will be able to keep you well fed with regular, quality leads. As such, to get off to a flying start, our client would like you regularly present in the City of London office, with potential to introduce some home working after 3 – 6 months (hybrid thereafter) Mortgage Advisor Requirements * You must have strong experience in writing good – high levels of mortgage and protection advice and strong conversion rate * You must have CAS for mortgages and insurance advice * You must have CeMAP or equivalent * You must be motivated by providing great service and achieving high levels of performance The Company Established 4 years ago, this advi...

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