Mortgage and Protection Adviser

_**Job Title: Mortgage and Protection Adviser**_
- **Location: Oxford**_
- **Salary: £30,000 (negotiable) along with a generous bonus scheme in place**_

**About the firm**

Our client is a leading Personal Wealth & Mortgage Advice firm based in Oxford, who offer a comprehensive financial planning service for all of their clients Mortgage, Pension and Investment needs. They have a small but successful team that have over twodecades of experience looking after client finances. Their aim is to deliver an exceptional service and build on mutual openness and trust. They believe that this provides the foundation for delivering high quality advice which increases the potential fortheir clients to achieve their financial goals.

If you are a Mortgage and Protection Adviser that enjoys building long lasting relationships with your clients, supported by a friendly and experienced team, then this could be the right role for you

**About the role**

This role would be working with the current Mortgage team to continue providing an excellent service to the firm's existing clients and can be a full or part-time, office based role. You will be identifying client's mortgage and protection shortfall needsfully and to present relevant solutions, completing mortgage, protection and general insurance arrangements through the highest level of compliant service to clients and generating and developing new business by identifying potential clients through referralsand networking and conducting review events with existing clients.

**Accountabilities**

Accountabilities will include, but are not limited to;
**Lead Generation**
- Liaise with other professionals, such as estate agents, solicitors and valuers
- Contact clients and set up meetings, either within an office environment or in clients' homes or business premises

**Provide High Quality Advice**
- Conduct in-depth reviews of clients' financial circumstances, current provision and future aims
- Assess clients' financial situation by gathering information regarding earnings, existing debts, expenditure, existing protection and insurance arrangements etc

**Sales and Case Completion**
- Obtain clients' commitment by explaining recommendations and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Ensuring mortgage and insurance arrangements are completed in accordance with client needs

**Client Relationships**
- Review and respond to clients changing needs and financial circumstances
- Contact clients with news of new financial products or changes to legislation that may affect their situation

**Quality Assurance**
- Maintain high compliance standards that satisfy legislative requirements
- Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

**Benefits**

Benefits include, but are not limited to;
- Competitive salary
- Profit and performance related bonus
- Pension contribution
- Private Health Insurance
- Funding of relevant training and exams