Employed Mortgage & Protection Adviser

If you are an experienced Mortgage adviser seeking a more supported role then this could be the role for you!

This is a fantastic opportunity that will suit any experienced Mortgage Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful adviser.

As a leading financial services business, Riverfall Financial Ltd are offering an excellent opportunity for a Mortgage Adviser to work on an Employed basis. As a business they operate a strong network of advisors based across the UK, this office and field-based role is open to financial advisers who are looking to develop and grow.

Requirements

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships

• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

Skills:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger

Benefits

• Full Administration Service
• Development support
• Clients provided
• Excellent Bonus Structure