Mortgage and Protection Adviser
2 days ago
Hays Financial Group is a leading business in the financial services industry, providing a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.
The company takes pride in its brand, with a strong focus on honesty and professionalism in its approach to customer service.
Job SummaryWe are seeking a highly skilled and motivated Mortgage and Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will be responsible for providing high-quality mortgage and protection advice to clients, working closely with our experienced management team to achieve business targets.
Key Responsibilities- Meet performance targets and achieve business objectives
- Prospect and organise meetings with potential clients
- Conduct thorough fact-finds to establish clients' current finances and future aspirations
- Provide expert mortgage and protection advice, explaining different types of mortgages and insurance products
- Communicate effectively with clients at all levels, ensuring they make informed decisions
- Ensure all regulatory documentation is completed within the required timescale
- Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
- Maintain a strong understanding of the financial services industry and its key developments
- CeMAP or relevant mortgage qualification
- Positive attitude and excellent team communication skills
- Ability to explain complex information clearly and simply
- Minimum 2 years' experience in a similar role
- Generous commission split, with uncapped OTE £75-100K+
- Opportunity to work with a well-established, professional company
- Full administration support
- Flexible working arrangements, including hybrid or office-based options
- Development support towards full financial adviser role, if required
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