Financial Services Advisor

5 days ago


Colchester, Essex, United Kingdom Spicerhaart Full time

Exceptional Opportunity for a Mortgage and Protection Specialist

About the Role

Spicerhaart is seeking an experienced Mortgage and Protection Specialist to join our team in Colchester. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on mortgage and protection products.

Key Responsibilities:

  • Build and maintain strong relationships with clients, identifying and capitalizing on opportunities to provide tailored financial solutions
  • Conduct thorough needs assessments to determine clients' financial goals and objectives
  • Develop and implement comprehensive financial plans, including mortgage and protection recommendations
  • Collaborate with internal teams to ensure seamless client servicing and efficient processing of financial applications
  • Provide exceptional customer service, ensuring clients receive timely and effective support throughout the financial planning process

Requirements:

  • CEMAP qualification or equivalent
  • Proven experience in mortgage and protection advising, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on opportunities to provide tailored financial solutions
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines

What We Offer:

  • Competitive OTE of £40,000 to £60,000+
  • Uncapped commission scheme
  • Generous basic salary of £22,000 - £28,000 (based on experience)
  • Company car or monthly car allowance
  • Company laptop and digital marketing package
  • Dedicated training and clear career progression
  • Employee Assistance Programme

Working Hours:

  • Full-time, office-based role
  • Monday to Friday 08:30 - 18:00
  • Alternate Saturdays with a day off in lieu

Requirements:

  • CeMAP qualification or equivalent
  • Prior experience in Mortgage and Protection Advising
  • Legal right to work in the UK
  • Necessary documents: Passport/Birth Certificate, Proof of Address, National Insurance, Full UK Driving Licence


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