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Mortgage and Protection Adviser

4 months ago


Barnstaple, United Kingdom Town & Country Financial Advisers Ltd Full time

**Employed Mortgage and Protection Adviser**

An exciting opportunity to join Town & Country Financial Advisers Ltd, has arisen. We are a seeking an ambitious and client-orientated mortgage and protection adviser to join the team on a full-time basis.

The company provide a range of services including mortgage and protection planning and financial planning to numerous clients. We are a local business who are passionate about dealing with our clients personally, either over the phone or face to face. We are highly commended by our clients for the professional and efficient service that we provide and most of our business comes from recommendations and referrals.

Town & Country Financial Advisers Ltd is aligned to and supported by Quilter Financial Planning, the UK's number 1 financial advice business.

**Salaried position - dependent on experience £25,000 - 40,000. Bonus scheme available.**

**Your duties will usually include**
- Ability to prospect and organise meetings
- Fact-find effectively to establish the client’s current finances and future aspirations
- Provide high quality professional independent mortgage advice and explain different types of mortgages available
- Explain required insurance products so that clients can make informed choices
- Communicate with estate agents, mortgage lenders, solicitors, and insurance providers
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Respect your client's right to confidentiality
- Support additional income streams
- Embrace company values and promote them effectively alongside the brand
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Meeting performance targets
- CeMap qualified or relevant mortgage advice qualifications
- Excellent customer service skills and client-orientated
- The ability to explain complex information clearly and simply
- Excellent, empathetic communicator with a real flair for getting into the detail of things
- Honest and trustworthy attitude
- Respect for confidential information
- Ambitious and driven attitude
- Ability to demonstrate excellence in your field
- Minimum **1** years’ experience
- Previously working in banking or sales environment would be of benefit

**Benefits**
- Basic Salary and bonus package available
- Administration support
- Superb support and training opportunities
- Opportunity to go on Mortgage 2 Wealth Journey with QFP Financial Adviser School and get DipFA qualified and become a Restricted Financial Planner
- Laptop supplied

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£40,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Barnstaple: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Application deadline: 25/08/2023