Mortgage and Protection Consultant

3 weeks ago


Aston Fields, United Kingdom AFH Wealth Management Full time

We are proud to offer a challenging and rewarding role as a Mortgage & Protection Adviser with AFH Wealth Management. This is an exciting opportunity for a skilled and ambitious individual to join our team and contribute to the success of our business.

About the Opportunity

This is a full-time, permanent position with a competitive salary and benefits package. You will work closely with clients to understand their mortgage and protection needs, providing tailored solutions and recommendations to meet their unique circumstances.

Key Responsibilities

As an AFH employed Mortgage & Protection Adviser, your key responsibilities will include:

  • Developing an understanding of AFH's strategy and core values
  • Representing the AFH brand in a professional and courteous manner at all times
  • Maintaining regulatory competence and KPI standards through compliance with AFH's advice process
  • Building long-term relationships with clients through effective communication and follow-up
  • Acquiring new clients through referrals, professional introducers, and company lead generation programs
Requirements and Qualifications

To be successful in this role, you will need:

  • Minimum CeMAP qualification (or equivalent)
  • R05 or equivalent Protection Qualification
  • Demonstrated ability to work in a client-centric approach with excellent interpersonal skills, approachability, and professionalism
  • Capable IT skills with a willingness to adapt to new virtual/digital communication tools
Benefits and Perks

AFH offers a range of benefits to support your career development and well-being, including:

  • Flexible working hours and competitive holiday allowance
  • Pension scheme with Royal London and death-in-service benefit
  • Discretionary annual bonus after completion of one year's service
  • Access to health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
  • Tailored learning and development programs to help you reach your potential


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