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With over 30 years of combined experience, we provide friendly, clear, and concise mortgage advice tailored to our clients individual needs. We pride ourselves on excellent service, guiding our clients every step of the way.
Role Description
This role can truly be what you make it! Whether you're looking for and employed or self-employed role, full-time or part-time hours, if you believe you'll be a good addition to the team, we want to hear from you! The advisor will provide comprehensive mortgage advice, financial planning, and protection services to clients. Responsibilities include assessing clients' financial situations, identifying suitable mortgage and protection products, and ensuring compliance with regulatory standards. Building and maintaining client relationships to offer personalised advice will be key aspects of this role.
Qualifications
* Experience in Finance, and Mortgages
* Proficiency in Financial Planning
* CeMap Qualification is required
* Strong interpersonal and communication skills
* Excellent analytical and problem-solving abilities
* Ability to provide tailored advice based on individual client needs
* Previous experience in a similar role is a plus
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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