Mortgage Advisor
7 hours ago
This employed position as a Mortgage & Protection Adviser 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 clients by providing advice on mortgage and protection needs.
You should guide clients through the process and liaise with solicitors and estate agents to ensure cases reach completion.
We are looking for a proactive individual who can generate new clients through referrals, professional introducers, converting company leads, and personal connections.
- You must hold full CeMAP or equivalent.
- You should also hold R05 or be happy to obtain this.
- You must have experience as a Mortgage Adviser with CAS status.
- You should have a positive approach towards technology and be confident talking to clients via video conferencing.
- You should be proactive in spotting new business opportunities.
The role includes a salary of £32,000 per annum, which is negotiable based on experience and qualifications. There is also a discretionary annual bonus, following completion of a year's service. The role is office-based with some travel to client visits if essential or the client wishes.
- Flexible working with good holiday allowance and option to buy and sell holiday.
- Contributory pension scheme and death-in-service benefit.
- Other benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs, etc.
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