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Exploring the Future of Personal FinancePsychology | Technology | Finance
Company Description
Index Financial Services Ltd, established in 1991, is an Independent Financial Adviser & Mortgage Brokerage based in Mayfair, London. As Independent Financial Advisers & Mortgage Brokers, we have the freedom to provide advice on financial products from all product providers. Our team uses advanced computer software to research, compare, and select the most suitable deals currently available.
Role Description
This is a full-time hybrid role for an Independent Financial Adviser and/or Mortgage Broker. As a Financial Adviser, you will be responsible for providing financial planning, finance, retirement planning, investment, and financial advisory services. As a Mortgage Broker, you will be responsible for sourcing and recommending suitable mortgage products across the whole of market, including residential, buy-to-let, and commercial mortgages. Knowledge of protection and insurance solutions is also essential, as you’ll often provide related advice alongside mortgage recommendations. This is a hybrid role, with work required in our Mayfair office and remotely.
* Flexible remuneration either on an employed basis, a generous commission split on self-employed basis, or employed basic salary with reduced commission
* Salary & Commission negotiable subject to experience
Qualifications
* Prior experience as an Independent Financial Adviser / Mortgage Broker
* Financial Planning, Retirement Planning, and Investment skills
* Finance and Financial Advisory skills
* Excellent analytical and problem-solving abilities
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
* Use of research and back-office systems, i.e., Intelligent Office, Defaqto, Mortgage Brain
* An existing transferable client bank
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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