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Employed Mortgage & Protection Adviser

Salary: £20,000 - 30,000 per year
Location: West Bridgford
Company: Quilter Financial Planning
Workable
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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
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