Financial Planning Specialist

3 weeks ago


Aston Fields, United Kingdom Premier Jobs UK Limited Full time
Job Overview

The employed position of Mortgage & Protection Adviser at Premier Jobs UK Limited in Bromsgrove presents an excellent opportunity for an experienced adviser to join a highly respected IFA firm. This role involves collaborating with clients to comprehend their mortgage and protection requirements, guiding them through the process, and coordinating with solicitors and estate agents to ensure a seamless experience.

Key Responsibilities
- Providing expert guidance on mortgage and protection needs
- Building strong relationships with clients by delivering exceptional communication and advisory skills
- Facilitating collaboration between internal teams and external stakeholders to achieve client goals

Requirements
- Proven expertise in mortgage and protection advising
- Excellent communication and interpersonal skills
- Ability to work collaboratively with clients and internal stakeholders

Benefits
- Opportunity to work with a reputable and respected IFA firm
- Collaborative and supportive work environment that fosters growth and development
- Chance to build lasting relationships with valued clients

We offer a competitive salary of £50,000 - £60,000 per annum, reflecting the demands and expectations of this key role.

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