Mortgage and Protection Specialist
4 weeks ago
AFH Wealth Management is a leading independent financial advisory and wealth management firm, seeking a skilled Mortgage and Protection Adviser to join our team.
This is a full-time, permanent opportunity with a competitive salary and range of benefits.
Key Responsibilities- Develop a deep understanding of AFH's financial group strategy and core values.
- Represent the AFH brand in a professional and courteous manner at all times.
- Comply with AFH's advice process and maintain regulatory competence and KPI standards.
- Follow the Regulated Advice Process to build long-term relationships and deliver excellent client outcomes.
- 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.
- Minimum CeMAP qualification (or equivalent).
- R05 or equivalent Protection Qualification.
- Client-centric approach with excellent interpersonal skills, approachability, and professionalism.
- Well-presented, articulate, and dedicated to doing the right thing for clients.
- Capable IT skills and embracement of virtual and digital communication methods.
- Ability to network and attract new clients through business development and effective business planning.
- Flexible working and holidays, with annual buy and sell scheme options and 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 access to free online training courses.
Apply today to learn more about the benefits and perks of working at AFH and what it's like to work here.
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