Mortgage and Protection Adviser

1 week ago


London, Greater London, United Kingdom Barnsdale Financial Management Full time

Get AI-powered advice on this job and more exclusive features.

Barnsdale Financial Management is a boutique mortgage and insurance advisory practice founded by Scott and Jeanette Taylor-Barr. They provide personalized financial advice to help clients achieve their financial goals, with a special focus on mortgages and insurance. Their association with The Openwork Partnership ensures access to exclusive products and rates for clients.

Role Description

This is a full-time remote role for a Mortgage and Protection Adviser at Barnsdale Financial Management. The Adviser will be responsible for providing expert advice on mortgages and insurance products. Daily tasks include assessing client needs, recommending suitable products, and guiding clients through the application process.

Qualifications

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Experience in the financial services industry is a plus
Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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