Experienced Mortgage and Protection Specialist

2 weeks ago

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

AFH Wealth Management is a leading independent financial advisory and wealth management firm, committed to delivering exceptional services to our clients. We are seeking a highly skilled and motivated individual to join our team as a Mortgage and Protection Specialist.

Key Responsibilities
  • Develop a deep understanding of our financial group's strategy and core values, and 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, ensuring the highest level of service to our clients.
  • Guide clients through the buying process, liaising with solicitors and estate agents as needed, and provide expert advice on mortgage and protection solutions.
Requirements
  • Minimum CeMAP qualification (or equivalent) and R05 or equivalent Protection Qualification.
  • Strong IT skills and ability to adapt to new virtual and digital communication methods.
  • Excellent networking and business development skills, with a proven ability to attract new clients and grow business.
Benefits and Perks
  • Flexible Working and Holidays - Enjoy flexible working arrangements and a competitive holiday allowance, with annual buy and sell scheme options and your birthday off.
  • Social Perks - Celebrate your achievements with our annual Christmas and Summer parties.
  • Pension Scheme - Contribute to a contributory pension scheme with Royal London and enjoy death-in-service benefits.
  • Bonus Scheme - Receive a competitive salary and discretionary annual bonus after completing a year's service.
  • Professional Development - Pursue your career goals with tailored learning and development programs.
  • Shopping Discounts - Enjoy discounts and cashback on everyday purchases from top retailers.

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