Financial Services Consultant

3 days ago


Horwich, Bolton, United Kingdom Axon Moore Full time
Drive Success as a Mortgage Adviser with Axon Moore

We seek accomplished First Charge Mortgage Advisers to join our esteemed client's team. If you're passionate about delivering exceptional customer service and have a proven track record in mortgage sales, we'd love to hear from you.

Motivating Salary and Benefits

Salary: £27,000 - £30,000 (dependent on experience), with the potential for up to £60,000 OTE and uncapped bonuses.

Job Summary

  • Build lasting relationships with valued clients, empowering them financially and providing outstanding service.
  • Navigate qualified leads with our New Business team.
  • Deliver tailored advice by recommending suitable products based on customers' financial needs.

Responsibilities:

  1. Stay informed on lender criteria and FCA compliance requirements.
  2. Present product-knowledge-based recommendations during impactful sales calls.
  3. Collaborate with lenders and Case Management teams to drive cases to completion efficiently.
  4. Follow up on leads and cases proactively for timely updates.
  5. Consistently achieve targets while maintaining attention to detail and compliance.

Essential Qualifications and Skills:

  • Full CeMAP qualification (1, 2, and 3).
  • Proven experience in successfully selling mortgage products.
  • Previous outbound sales experience in a fast-paced environment.

Bonus Points:

  • Current or recent experience in a regulated finance company.
  • Experience in secured finance or mortgage advising.
  • Broking or lending experience in the mortgage market.
  • Proficiency in Microsoft Office and bespoke software.

Perks:

  • 22 days holiday, increasing to a maximum of 30 days.
  • Birthday day off and holiday buy/sell scheme.
  • Private healthcare through Vitality Health.
  • Death in service cover.
  • 12 flexible WFH days per year.
  • Fee-free products for friends and family.
  • Regular social and charity events.
  • Onsite food provision and restaurant facilities.
  • Free tea, coffee & fresh fruit daily.
  • 'Freebie Fridays' every first Friday of the month.
  • Cycle-to-work scheme.
  • Comprehensive training and development opportunities.
  • In-house leadership academy for aspiring leaders.
  • Convenient office location with transport links and free parking.


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