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Mortgage and Protection Specialist

2 months ago

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

We are seeking a skilled Mortgage and Protection Adviser to join our team at AFH Wealth Management. As a key member of our financial advisory team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities
  • Develop a deep understanding of our clients' mortgage and protection needs, and provide tailored solutions to meet their requirements.
  • Utilize video conferencing tools, such as Microsoft Teams, to communicate with clients, supported by email and telephone as necessary.
  • 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.
  • Build long-term relationships with clients and deliver excellent outcomes through the Regulated Advice Process.
  • 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 qualified (or equivalent)
  • R05 or equivalent Protection Qualification
  • 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
About AFH Wealth Management

AFH Wealth Management is a leading independent financial advisory and wealth management firm. We pride ourselves on our commitment to our people and our clients, and we are dedicated to helping our clients achieve their financial goals.

Benefits and Perks
  • Flexible working and holidays, with annual buy and sell scheme options and your birthday off
  • 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 discounted health club memberships and free healthcare benefits
  • Professional development opportunities, including tailored learning and development programs
  • Shopping discounts and cashback on everyday purchases