Mortgage and Protection Adviser with Client Leads Provided

Clever HR ,
Birmingham, West Midlands
More Details
Job Type: Full-time
Salary: £60,000 per annum

Overview

The Company Our client is a nationwide and award-winning firm, that provides holistic financial advice to a wide variety of personal and corporate clients throughout the UK. At present, they have the opportunity for Mortgage and Protection advisers to join the team. The company are looking for advisers who are hard-working, motivated and eager to provide a thorough and professional service to clients by providing affordable mortgage and protection plans. As a successful candidate, you will be able to build your business by servicing existing clients, attending business referrals/client lead opportunities and conducting your own business development. Although you do not need an existing client bank, it is advised that this role would be best suited to an individual who has some transferable business. As part of a wider organisation, the firm also has the opportunity for a mortgage and protection adviser to develop into a full holistic financial adviser. As a holistic advisor, you will then have access to a broader client proposition as-well-as the opportunity to work alongside the firm’s numerous affinity partners. The Opportunity You will offer independent mortgage, loan and protection plans that provide both quality and cost-effective client solutions; The client proposition covers mortgage loans and protection needs, conveyancing, B&C insurance, Wills and LPAs (if required). Moreover, to further increase your earning potential, you can also refer Pension and Investment business to one of the firm’s holistic financial advisers. You will have leads generated for you; Introductions and opportunities are created through association with the company’s affinity partners. You will have access to pre-prepared materials, leaflets and adverts to aid in your search for new client opportunity. The company will also help you to create a realistic and personalised business and marketing plan to ensure that you enjoy the success that you strive for. You will receive tailored support to meet your individual needs. You will receive regular and high-quality training through formal courses, remote learning and local team events. You will have access to a modern and fully integrated IT system. This system will provide support from fact find, through loan and protection sourcing to suitability and payment. The system is designed to successfully save time and reduce the re-keying of information. As a self-employed adviser, you can work the day and hours that suit you while maintaining an unlimited earnings potential. You will have full control over your diary and income levels. You will have due diligence support and in-house research assistance to enable appropriate client recommendations. You will be included in local team meetings to share ideas and best practice with colleagues. You will receive a competitive income share from your completed written business. You will have the opportunity to progress as a team leader or into a holistic advice role. About you CeMap or Equivalent qualified; Also prepared to take R05 if not already held. Currently or prepared to be self-employed. Clean regulatory and disciplinary history. An evidenced history of success in mortgage and protection advice/sales. Ability to work from home Positive attitude with high standards of professionalism and customer care. Desirable Attributes Experience of working with a Whole of Market/Independent client proposition. Potential business/clients to bring to compliment the leads provided. Prepared to travel to see clients

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