Financial Services Specialist

1 day ago


Halifax, Calderdale, United Kingdom Woodhall Mortgages Full time
Job Opportunity at Woodhall Mortgages

We are seeking a highly skilled Financial Services Specialist to join our team in West Yorkshire. This role offers an excellent opportunity for an experienced professional to provide protection advice to clients and work closely with the sales team to generate new business.

About the Role
  • To provide expert protection advice to clients, ensuring they receive tailored solutions to meet their needs.
  • To collaborate with the sales team to identify new business opportunities and develop strategies to increase sales.
  • To meet and exceed sales targets and key performance indicators (KPIs), driving business growth and success.

Requirements
  • A minimum of previous experience as a Protection Adviser, demonstrating a strong understanding of financial services and products.
  • Excellent communication and interpersonal skills, enabling effective collaboration with colleagues and clients.
  • The ability to thrive in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

Benefits
  • A basic salary starting at £30,000 per annum, providing a stable foundation for your career.
  • Commission earnings on top of your base salary, offering opportunities for bonus rewards and career advancement.
  • An estimated OTE of £60,000 per annum, reflecting the potential for high earning capabilities in this role.

Company Overview

Woodhall Mortgages is a successful mortgage broking firm based in West Yorkshire. We pride ourselves on delivering exceptional customer service, building long-term relationships with our clients, and fostering a collaborative team environment.



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