Mortgage and Protection Specialist

3 weeks ago

Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
About the Role

We are seeking a highly skilled Mortgage and Protection Adviser to join our team at AFH Wealth Management. As a key member of our team, you will play a crucial role in providing expert advice to our clients on their mortgage and protection needs.

Key Responsibilities
  • Develop a deep understanding of our clients' financial situations and provide tailored advice on mortgage and protection products.
  • Conduct thorough research and analysis to identify suitable solutions for our clients' needs.
  • Build strong relationships with our clients and introducers to deliver exceptional customer service.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and excellence in your work.
  • Collaborate with our team to achieve business objectives and drive growth.
Requirements
  • Minimum CeMAP qualification (or equivalent) and R05 or equivalent Protection Qualification.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in IT systems and tools, with a willingness to learn and adapt to new technologies.
What We Offer
  • A competitive salary and bonus scheme.
  • A comprehensive benefits package, including pension, health insurance, and flexible working arrangements.
  • Ongoing training and development opportunities to enhance your skills and career prospects.
  • A dynamic and supportive team environment, with opportunities to collaborate and learn from colleagues.

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