Current jobs related to Mortgage and Protection Adviser - Bromsgrove - AFH Wealth Management
-
Mortgage & Protection Adviser
2 months ago
Bromsgrove, United Kingdom AFH Wealth Management Full timeAFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a...
-
Mortgage Adviser
3 months ago
Bromsgrove, United Kingdom Premier Jobs UK Limited Full timeThis employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firmAs a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...
-
Mortgage Adviser
3 months ago
Bromsgrove, United Kingdom Premier Jobs UK Limited Full timeThis employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firmAs a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...
-
Mortgage Adviser
3 months ago
Bromsgrove, United Kingdom Premier Jobs UK Limited Full timeThis employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firmIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.As a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their...
-
Mortgage and Protection Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityThis employed Mortgage & Protection Adviser role in Bromsgrove is ideal for an experienced Adviser looking to join a respected IFA firm.Key Responsibilities:Assist new and existing clients with their mortgage and protection needsGuide clients through the process and liaise with solicitors and estate agentsProvide...
-
Mortgage and Protection Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityThis employed Mortgage & Protection Adviser role in Bromsgrove is ideal for an experienced Adviser looking to join a respected IFA firm.Key Responsibilities:Assist new and existing clients with their mortgage and protection needsGuide clients through the process and liaise with solicitors and estate agentsProvide...
-
Mortgage and Protection Specialist
1 month ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our IFA firm, you will play a vital role in providing expert advice to our clients on their mortgage and protection needs.Key Responsibilities:Assist new and existing clients in understanding...
-
Mortgage and Protection Specialist
1 month ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our IFA firm, you will play a vital role in providing expert advice to our clients on their mortgage and protection needs.Key Responsibilities:Assist new and existing clients in understanding...
-
Mortgage and Protection Specialist
2 months ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited.About the Role:As a Mortgage & Protection Adviser, you will be responsible for providing expert advice to clients on their mortgage and protection needs. This will involve guiding clients through the process,...
-
Mortgage and Protection Specialist
2 months ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited.About the Role:As a Mortgage & Protection Adviser, you will be responsible for providing expert advice to clients on their mortgage and protection needs. This will involve guiding clients through the process,...
-
Mortgage and Protection Specialist
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full timeMortgage & Protection Adviser RoleThis employed Mortgage & Protection Adviser position in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm.As a Mortgage & Protection Adviser, you will be assisting new and existing clients by providing advice on their mortgage and protection needs. You will guide clients through the...
-
Mortgage and Protection Specialist
1 month ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our IFA firm, you will play a crucial role in providing expert advice to our clients on their mortgage and protection needs.Key Responsibilities:Assist clients in understanding their mortgage...
-
Mortgage and Protection Specialist
1 month ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeMortgage & Protection Adviser Job OpportunityWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our IFA firm, you will play a crucial role in providing expert advice to our clients on their mortgage and protection needs.Key Responsibilities:Assist clients in understanding their mortgage...
-
Mortgage and Protection Specialist
2 months ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Mortgage AdviserAbout the Role:We are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our team, you will be responsible for providing expert advice to clients on their mortgage and protection needs.Key Responsibilities:Assist clients in making informed decisions about their...
-
Mortgage and Protection Specialist
2 months ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Mortgage AdviserAbout the Role:We are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our team, you will be responsible for providing expert advice to clients on their mortgage and protection needs.Key Responsibilities:Assist clients in making informed decisions about their...
-
Mortgage & Protection Adviser (Permanent)
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeAFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a...
-
Mortgage and Protection Specialist
2 days ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time £30,000 - £35,000Mortgage and Protection Adviser JobThis employed Mortgage & Protection Adviser role in Bromsgrove is best suited for an experienced Adviser looking to join a respected IFA firm. As a Mortgage & Protection Adviser, you will assist new and existing clients with their mortgage and protection needs. The role requires liaison with solicitors and estate agents to...
-
Mortgage and Protection Specialist
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time £30,000 - £35,000bMortgage & Protection Adviser Role/bbrbrAs a Mortgage & Protection Adviser at Premier Jobs UK, you will be responsible for assisting clients with their mortgage and protection needs. This will involve providing expert advice, guiding clients through the process, and liaising with solicitors and estate agents to ensure cases reach completion.brbrThe ideal...
-
Mortgage and Protection Specialist
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Mortgage & Protection AdviserAbout the Role:We are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK Limited. As a key member of our team, you will be responsible for providing expert advice to our clients on their mortgage and protection needs.Key Responsibilities:Assist clients in understanding their...
-
Mortgage Adviser
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time €30,000 - €35,000This employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm As a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...
Mortgage and Protection Adviser
2 months ago
AFH Wealth Management is proud to be oneof the UK's leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is afull-time, permanent opportunity and a competitive salary andrange of benefits.
Mortgage and Protection Adviser
As an AFH employed Mortgage & Protection Adviser, your role is to ascertain clients' mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.
Your role will be mainly desk based, working from our Bromsgrove Head Office, where you will utilisevideo conferencing tools, such as Microsoft Teams, as a preferred method of contact supported by e-mail and telephone as appropriate
As our Mortgage and Protection Adviser you will be responsible for:
- Develop an understanding of the AFH Financial Group's strategy and core values.
- At all times to represent the AFH brand in a professional and courteous manner.
- To comply with AFH's advice process and maintain regulatory competence and KPI standards.
- Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes.
- Acquire new clients, from referrals, professional introducers and company lead generation programmes.
- Guiding clients through the buying process which may mean liaising with solicitors and estate agents as well as your clients.
- Developing and maintaining good client & introducer relationships through client meetings and ongoing feedback to the team and Contact Centre.
- Ensuring all activities are completed in a timely, compliant manner.
What we are looking for in our Mortgage and Protection Adviser:
- Minimum CeMAP qualified (or equivalent)
- R05 or equivalent Protection Qualification.
- Able to Demonstrate a client centric approach, with excellent interpersonal skills, approachability and professionalism.
- Well presented, articulate and dedicated to doing the right thing for our clients.
- Capable IT skills and embracive of the new virtual/digital ways to communicate with Clients.
- Ability to network and attract new Clients through business development and effective business planning.
Benefits and Perks at AFH
- Flexible working & holidays- Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks- To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension- We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus scheme- All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
- Health and wellbeing- The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development- We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts- Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Apply today to register your interest injoiningourteam, or learn more about the benefits and perks of working at AFH.
