Mortgage and Protection Specialist

4 weeks ago


Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
About the Role

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.
Requirements
  • 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.
Benefits and Perks
  • 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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