Company Description
Lewis Financial Planning is a small financial advice firm based in Cardiff. Client relationships are at the heart of the business and they always strive to give the best client outcome. The right person for the role is someone comfortable with being self employed, who has the ability to grow their network and bring their own business in as well as service the existing clients and take leads from the wealth advisers.
Role Description
This is a full-time hybrid role for a Self-employed Mortgage Adviser based in Cardiff, with some work from home acceptable. The Mortgage Adviser will be responsible for providing expert mortgage advice, guiding clients through the mortgage process, and ensuring that clients secure the best financial products for their needs. Additionally, the role involves regular engagement with clients, conducting financial assessments, and preparing detailed reports and recommendations.
Qualifications
* Experience in Mortgage Marketing and Mortgages
* Finance and Financial Planning skills
* CeMap Qualified
* Excellent written and verbal communication skills
* Strong analytical and problem-solving abilities
* Ability to build and maintain client relationships
* Experience in a self-employed or autonomous role is a plus