Financial Services Advisor
5 days ago
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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