Mortgage Advisor
2 days ago
REED Financial Services have been engaged to recruit an experienced Mortgage and Protection adviser, to join an established financial advice firm in Taunton
This is an exciting opportunity for the right person to join a growing company that is well established, with a strong existing client bank, including a constant supply of leads from an accountancy practice.
A team player, you will collaborate with the financial services teams to build relationships and assist in identifying opportunities for referrals.
You will take accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships
Key Skills & Qualifications:
- CeMAP qualification or industry equivalent
- Demonstrable track record of success and knowledge within Financial Services, specialising in mortgage and protection advice
- A reputation for delivering outstanding customer service
- Enthusiasm to learn and continuously develop your knowledge and skills
- An appetite to work hard and reap the rewards from your dedication
- The ability to generate and maintain your own client relationships and business, maximise opportunities from our existing client pool and thrive within a challenging yet stimulating environment
In return:
- A self employed position with initial financial support
- Full administration support
- Support provided for personal development in the form of internal and external CPD and qualifications relevant to role.
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