Financial Services Professional

2 days ago


Perth, Perth and Kinross, United Kingdom Recruit UK | Certified B Corp™ Full time

**Job Title:** Mortgage and Protection Adviser

**Location:** Perth, Scotland

**Salary:** £78,000 (OTE) including a basic salary of £30,000 plus generous bonus

We are seeking an experienced Mortgage and Protection Adviser to join our client's national Financial Planning firm in Scotland. As a key member of the team, you will have the opportunity to excel in protection advice, with 70% of earnings generated from this area.

The ideal candidate will be a professional, organised, and driven individual with strong organisational skills, structured work habits, excellent IT skills, and the ability to manage and nurture a client base effectively.

About the Role:

  • Established Client Base: Immediate access to a portfolio of 6,000 clients, with 450 clients assigned to you.
  • Warm Leads: Benefit from hot, pre-qualified leads, eliminating the need for cold calling.
  • Business Support: Run your own business within a supportive, positive work environment focused on your wellbeing and success.
  • Strong Earning Potential: Advisers typically earn £78k with a balanced mix of business from the mortgage database and new leads, with uncapped earning potential.
  • Work Flexibility: One day a week in the Perth office, with client appointments conducted via video calls and some home visits.

Benefits:

  1. Basic Salary: £30,000
  2. Generous Bonus
  3. Death in Service
  4. Pension
  5. Birthday Off
  6. 33 Days Annual Leave (inc. BH)
  7. Access to a Bespoke Company Benefits Platform
  8. Variety of Salary Sacrifice Schemes

Requirements:

Qualifications: CeMAP or equivalent, experience in mortgage and protection advising, with a strong emphasis on protection advice.Skills: Strong organisational skills, structured work habits, excellent IT skills, and the ability to manage and nurture a client base effectively.

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