Senior Financial Advisor

2 days ago


Leeds, Leeds, United Kingdom CLD Recruitment Careers Full time

Overview:

We are excited to announce a fantastic opportunity for an experienced Mortgage & Protection Adviser to join our client's team in Leeds. This is an excellent chance to take on a new challenge and contribute to the continued growth and success of our client's business.

About the Role:

As a key member of the team, you will be responsible for delivering high-quality customer-driven services by identifying customer needs for mortgage and mortgage-related protection products and providing advice and services to meet those needs.

Key Responsibilities:

Deliver exceptional customer service and build strong relationships with clientsIdentify customer needs for mortgage and mortgage-related protection productsProvide expert advice and guidance on mortgage and protection optionsMeet sales targets and revenue goals

Requirements:

To be successful in this role, you will need to have a minimum of 2 years' experience within the industry, hold a full CEMAP qualification or equivalent, and possess excellent communication and interpersonal skills. A hybrid working arrangement will be offered, allowing you to balance work and personal life effectively.

Benefits:

In return for your hard work and dedication, our client offers a competitive salary range of £25,000 - £40,000 DOE, plus a range of benefits including a comprehensive training programme, opportunities for career progression, and a supportive and collaborative team environment.



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