Current jobs related to Mortgage and Protection Specialist - Stoke Pound - AFH Wealth Management

  • Mortgage & Protection Adviser

    3 months ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a...

  • Mortgage & Protection Adviser

    3 weeks ago

    Stoke Pound, United Kingdom CV-Library Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent...

  • Mortgage and Protection Specialist

    2 weeks ago

    Stoke Prior, Worcestershire, United Kingdom Premier Jobs UK Full time

    Mortgage & Protection Adviser RoleWe are seeking an experienced Mortgage & Protection Adviser to join our team at Premier Jobs UK. As a Mortgage & Protection Adviser, you will be responsible for assisting our clients with their mortgage and protection needs, providing expert advice and guidance throughout the process.Key Responsibilities:Assist clients with...

  • Mortgage and Protection Specialist

    3 weeks ago

    Stoke Heath, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis employed position as a Mortgage & Protection Adviser is ideal for an experienced professional seeking to join a reputable IFA firm in Bromsgrove.As a Mortgage & Protection Adviser, you will provide expert advice to clients on their mortgage and protection needs, guiding them through the process and liaising with solicitors and estate agents...

  • Mortgage Advisor

    1 month ago

    Stoke Pound, United Kingdom CV-Library Full time

    This employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm As a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...

  • Mortgage and Protection Adviser

    5 months ago

    Stoke Newington, United Kingdom Spicerhaart Full time

    Overview: **Experienced Mortgage and Protection Adviser** **- Stoke Newington -** **What’s on offer to you as a Mortgage and Protection Adviser?** - On target earnings of £40000 to £60000+ per year - Fully uncapped commission scheme - £22,000 - £28,000 Basic salary (_dependent on experience_) - Guaranteed monthly payments whilst building a pipeline,...

  • Mortgage and Protection Adviser

    5 months ago

    Stoke Newington, United Kingdom Felicity J Lord Full time

    : **Experienced Mortgage and Protection Adviser** **- Stoke Newington -** **What’s on offer to you as a Mortgage and Protection Adviser?** - On target earnings of £40000 to £60000+ per year - Fully uncapped commission scheme - £22,000 - £28,000 Basic salary (_dependent on experience_) - Guaranteed monthly payments whilst building a pipeline, for up to...

  • Mortgage and Protection Adviser

    5 months ago

    Stoke-on-Trent, United Kingdom Spicerhaart Full time

    Overview: **Experienced Mortgage and Protection Adviser** **- Stoke on Trent -** **To be considered for this role, you must hold CeMAP qualification or equivalent.** **What’s on offer to you as a Mortgage and Protection Adviser?** - On target earnings of £40000 to £60000+ per year - Fully uncapped commission scheme - £22,000 - £28,000 Basic salary...

  • Senior Mortgage and Protection Specialist

    2 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom NRG Resourcing Ltd Full time

    About the CompanyNRG Resourcing LtdThe Mortgage and Protection Broker RoleProvide whole-of-market mortgage and protection adviceWork with a dynamic team in a full-time, office-based roleFocus on advising clients and closing dealsEnjoy immediate access to wealth-side leads, seamless administrative systems, and a highly established networkBenefit from a...

  • Trainee Mortgage and Protection Adviser

    5 months ago

    Stoke Newington, United Kingdom Spicerhaart Full time

    Overview: **“Our aim is always to be the ‘employer of choice’ within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity” - John Phillips, CEO.** **To be considered for this role, you **must** hold CeMAP 1 or equivalent.** **Benefits of joining...

  • Mortgage Advisor

    1 month ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Adviser Job OpportunityThis is an excellent chance to work for a leading name in the industry, who is continuously growing and expanding their services. As a Mortgage Adviser, you will be part of a dynamic team that aims to provide exceptional customer service and achieve outstanding results.Key Responsibilities:Generate business opportunities...

  • Mortgage Advisor

    1 month ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Adviser Job OpportunityThis is an excellent chance to work for a leading name in the industry, who is continuously growing and expanding their services. As a Mortgage Adviser, you will be part of a dynamic team that aims to provide exceptional customer service and achieve outstanding results.Key Responsibilities:Generate business opportunities...

  • Mortgage Advisor

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Advisor Job OpportunityThis is an excellent opportunity to work for a leading name in the industry, who continuously grows and develops their team. As a Mortgage Advisor, you will be part of a dynamic team that aims to provide exceptional service to their customers.Key Responsibilities:Provide mortgage and protection advice to customersWork closely...

  • Mortgage Advisor

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Advisor Job OpportunityThis is an excellent opportunity to work for a leading name in the industry, who continuously grows and develops their team. As a Mortgage Advisor, you will be part of a dynamic team that aims to provide exceptional service to their customers.Key Responsibilities:Provide mortgage and protection advice to customersWork closely...

  • Regional Mortgage Compliance Officer

    6 days ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Get Staffed Online Recruitment Full time

    Regional Compliance Manager OpportunityWe are seeking a talented Compliance Manager to join our client's team. As a key member of the organization, you will play a vital role in ensuring compliance with regulatory requirements across the UK. This is a home-based position, covering the Stafford to south Sheffield area, offering flexibility and work-life...

  • Mortgage Advisor

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Adviser OpportunityThis is an excellent chance to work for a leading name in the industry, who is continuously growing and expanding their services. As a Mortgage Adviser, you will be part of a team that aims to maximise all potential opportunities for you.Key Responsibilities:Leads from the in-branch Estate Agency team will be provided to help you...

  • Mortgage Advisor

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Premier Jobs UK Limited Full time

    Mortgage Adviser OpportunityThis is an excellent chance to work for a leading name in the industry, who is continuously growing and expanding their services. As a Mortgage Adviser, you will be part of a team that aims to maximise all potential opportunities for you.Key Responsibilities:Leads from the in-branch Estate Agency team will be provided to help you...

  • Regional Compliance Specialist

    2 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Get Staffed Online Recruitment Full time

    Compliance Manager RoleOur client, a leading mortgage network in the UK, is seeking a Regional Compliance Manager to cover Stafford up to south Sheffield.As a key member of the team, you will be responsible for ensuring compliance with regulatory requirements, providing guidance and support to mortgage advisers, protection specialists, and equity release...

  • Fall Protection Engineer

    2 weeks ago

    Stoke-on-Trent, United Kingdom Nationwide Specialist Services Full time

    Fall Protection Installation & Inspection Engineerat NSS Group Part of NSS Testing **You should have the ability to work flexibly be it on nights weekends or staying away as required**Responsibilities of the role:To deliver servicing maintenance and repairs to height safety equipment including the following Fall Arrest and Life Safety LinesEyebolts fall...

  • Compliance Manager Specialist

    1 week ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Get Staffed Online Recruitment Full time

    We are seeking aCompliance Manager Specialist to join our team at Get Staffed Online Recruitment. Our client, the largest privately-owned mortgage network in the UK, aims to be the best home for mortgage advisers, protection specialists, equity release experts, and general insurance professionals. As a Compliance Manager Specialist, you will cover the...

Mortgage and Protection Specialist

2 months ago

Stoke Pound, United Kingdom AFH Wealth Management Full time
About the Role

At AFH Wealth Management, we are seeking a highly skilled and motivated Mortgage and Protection Adviser to join our team. As a key member of our financial services team, you will play a crucial role in providing expert advice to our clients on mortgage and protection solutions.

Key Responsibilities
  • Develop a deep understanding of our company's strategy and core values.
  • Represent the AFH brand in a professional and courteous manner at all times.
  • Comply with our advice process and maintain regulatory competence and KPI standards.
  • Follow our regulated advice process to build long-term relationships and deliver excellent client outcomes.
  • Acquire new clients through referrals, professional introducers, and company lead generation programs.
  • Guide clients through the buying process, liaising with solicitors and estate agents as needed.
  • Develop and maintain good client and introducer relationships through client meetings and ongoing feedback.
  • Ensure all activities are completed in a timely and compliant manner.
Requirements
  • Minimum CeMAP qualification (or equivalent).
  • R05 or equivalent protection qualification.
  • Able to demonstrate a client-centric approach with excellent interpersonal skills, approachability, and professionalism.
  • Well-presented, articulate, and dedicated to doing the right thing for our clients.
  • Capable IT skills and embracing of virtual and digital communication methods.
  • Ability to network and attract new clients through business development and effective business planning.
Benefits and Perks
  • Flexible working and holidays, including a competitive holiday allowance and annual buy and sell scheme options.
  • Social perks, including annual Christmas and Summer parties.
  • Pension scheme with Royal London and death-in-service benefit.
  • Discretionary annual bonus scheme.
  • Health and wellbeing initiatives, including the MediCash app.
  • Professional development opportunities, including tailored learning and development programs.
  • Shopping discounts and access to free online training courses.