Supreme Financial Solutions LTD, an appointed representative of The Openwork Partnership, specializes in the mortgage and protection market. We are dedicated to fostering exceptional talent by prioritizing customer satisfaction, team member growth, and career development. Our company offers a variety of opportunities for dynamic professionals, along with attractive benefits and incentives. Located in Cannock, we provide a supportive environment for individuals driven to excel in the financial services sector.
Role Description
This is a full-time, on-site role for an Insurance, Mortgage, or Wealth Adviser based in Cannock. As a vital part of our team, you will guide clients through mortgage, insurance, and wealth management options tailored to their needs. Responsibilities include providing expert financial advice, managing client portfolios, identifying financial risks, and ensuring adherence to industry regulations. You'll also assist clients in navigating the mortgage process while ensuring compliance with Financial Conduct Authority regulations.
Qualifications
* Strong expertise in Mortgage Advisory, Insurance Products, and Wealth Management
* Excellent communication, negotiation, and interpersonal skills
* Proficiency in conducting financial needs assessments and developing tailored plans
* Ability to manage time effectively and handle multiple clients with a customer-first mindset
* Knowledge of financial compliance and familiarity with Financial Conduct Authority regulations
* Previous experience in the financial services industry is highly advantageous
* Relevant qualifications such as CeMAP or equivalent certifications
* A driven, goal-oriented attitude with a passion for helping clients achieve financial success
#J-18808-Ljbffr