Employed and Self- Employed Mortgage Advisor Roles
Employed and Self- Employed Mortgage Advisor Roles
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Company Description
Collective Financial Planning Ltd is a rapidly growing team of seasoned Financial Advisers based in Milton Keynes. We cater to both individual and corporate clients through face-to-face and virtual financial planning services. Our focus is to deliver personalized advice tailored to the specific needs and objectives of each client, while maintaining a high standard of confidentiality and professionalism. We aim to build long-term relationships by regularly meeting with clients to ensure their financial goals are on track and adapting to their changing needs.
Role Description
This is a full-time hybrid role for Employed and Self-Employed Mortgage Advisors, based in Milton Keynes with flexibility for working from home. The Mortgage Advisors will be responsible for providing tailored Mortgage and Protection advice to individual clients. Daily tasks include conducting client consultations, mortgage application processing and maintaining up-to-date knowledge of mortgage products and market trends. Advisors will collaborate both in-person and virtually to meet client needs and build long-term relationships.
Qualifications
* CeMap Qualified
* Skills in Mortgage Marketing
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
* Previous experience in a similar advisory role is advantageous
Benefits as a Mortgage Advisor with Collective Financial Planning:
* Career Growth: If you are looking for career growth, we can support in developing a route of progression, should this be in the direction of Wealth, Equity Release, Commercial or specialising in a niche area of Mortgages.
* Supportive Environment: Collaborative team working together to support with internal referral opportunities and individual development
* Market Access: Advising on a wide panel of lenders and providers for Mortgage and Protection
* Systems: Training on systems with the additional support of an internal CRM and application system, Smartr365
Package:
* Self- Employed role with a rewarding commission structure. Commission structure to be discussed based on experience and current client base opportunities. Work from home or hybrid
* Employed role with a rewarding commission structure. Salary to be negotiated depending on experience. £25,000-£35,000 basic salary (OTE £40,000-£100,000) with 50% commission on self-generated leads
* Uncapped Commission
* Hybrid role
If you are an experienced Mortgage Advisor with a proven track record and are eager to further your career within a supportive, professional and passionate team, we would like to hear from you!
To apply, or for further information, please contact Bobi via email at Bobi@colfinancial.co.uk
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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