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Self-Employed Mortgage & Protection Adviser

Salary: £30,000 - 200,000 per year
Location: Chapel-Of-Ease
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, LUNA Financial Planning are offering an excellent opportunity for a Mortgage Adviser to work on an Self-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 mortgage adviser
  • 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

Qualifications:

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

Benefits

  • Full Administration Service
  • Development support
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