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Independent Mortgage and Protection Advisor

2 months ago

Birmingham, Birmingham, United Kingdom Thomas Oliver UK Full time
Company Overview

Thomas Oliver UK LLP operates as a dedicated Wealth Management firm situated in Hertfordshire, forming part of the Kings Group of Companies. Our team possesses over a century of combined expertise in the Financial Services sector, delivering insights on Retirement Planning, Wealth Management, Critical Illness Coverage, Life Insurance, Estate Planning, Mortgages, General Insurance, and Income Protection. We proudly serve as an appointed representative of The Openwork Partnership, fully authorized and regulated by the Financial Conduct Authority.

Position Overview

This role is a contract-based and remote opportunity for Self-Employed Mortgage, Protection, and Wealth Advisors. Daily responsibilities include offering guidance on mortgage solutions, wealth management strategies, protection services, retirement planning, and a variety of insurance products to clients. Advisors will enjoy the autonomy and flexibility of self-employment while working closely with clients to achieve their financial aspirations.

Required Qualifications
  • In-depth knowledge of mortgage products and the financial services landscape
  • Proven experience in delivering comprehensive financial guidance on wealth management, protection services, and retirement strategies
  • Exceptional communication and interpersonal abilities to foster and sustain client relationships
  • Relevant certifications or licenses in mortgage advising, financial planning, or similar disciplines
  • Proficient understanding of regulatory standards and financial legislation