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Mortgage Advisor
1 month ago
This employed Mortgage Advisor role in Saint Helens presents a chance for a proactive and ambitious Advisor to join a growing IFA firm in the North West. The business provides a regular supply of leads from their professional introducer and enquiries from their large mortgage book. The successful candidate will focus on delivering excellent, informative mortgage and protection advice to clients.
The business emphasizes the importance of maintaining protection policies, with 75% of their mortgage clients having such policies in place. The ideal candidate must be comfortable discussing protection policies with clients and maintaining this level of protection. Alongside new and existing clients provided by the company, the Advisor will be expected to continually look for new business opportunities, whether through referrals, building relationships with introducers, or utilizing marketing materials on social media. The business offers administration support to enable the Advisor to write excellent levels of business and provide quality service.
Mortgage Advisor Requirements
* The successful candidate should have CAS as a Mortgage Advisor
Mortgage Advisor Benefits
* Hybrid working with up to 2 days from home (office based initially during training)
* 23 days annual leave + Bank holidays as standard plus your birthday, rising to 28 with length of service
* Back-office support
* Company-funded life assurance cover and attractive pension scheme
* Fee-free financial advice, including mortgages and insurance