Financial Services Specialist
3 weeks ago
Job Title:
Financial Services SpecialistWe are seeking a Financial Services Specialist to join our team in Stourbridge. As a Mortgage Advisor, you will work with a directly authorised firm that has a strong relationship with a local Accountancy firm.
The Accountancy firm will provide quality leads to you, and you will have the opportunity to work from their office half of the week, with the other half available for remote work.
You will be responsible for providing excellent mortgage and protection advice to clients, as well as being proactive in generating new opportunities through referrals, networking, and marketing activities.
You will receive tiered commission splits on self-generated business, and have access to sourcing software, CRM systems, and mortgage clubs.
Additionally, you will have the opportunity to offer commercial and bridging finance, as well as provide insurance advice without loaded premiums.
Mortgage Advisor Requirements- You must be fully CeMAP qualified or equivalent.
- You should have experience as a Mortgage Advisor.
- You should have a business plan and/or network of connections to generate business from.
- Our client is happy to consider Mortgage Advisors who have struggled to be authorised by other networks.
This directly authorised mortgage brokerage is looking to grow their business, with a team of 15+ Mortgage Advisors based across the UK.
Mortgage Advisor Benefits- You will be self-employed with an OTE of £50,000+ (uncapped).
- You will receive company-provided leads at 50% commission.
- Tiered commission splits starting at 50% commission on gaining CAS, rising up to 80% for self-generated business.
- A £25pm fee for their CRM system.
- Commission payments made on a monthly basis.
- In-house compliance support.
Stourbridge
Estimated Salary: £50,000+-
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