Self employed mortgage advisor
1 week ago
Company Description
P2M Asset Management is dedicated to providing expert advice on mortgages and insurance, ensuring that client needs are always the priority. Our services include careful consideration of all financial demands, reliable assessment of long-term options, assistance with paperwork, and regular status updates. We ensure a collaborative approach by working with accountants when necessary and provide complementary services for a well-rounded financial advisory experience. Clients benefit from professional, reliable, prompt, and hassle-free service with P2M Asset Management.
Role Description
This full-time remote role is for a Self-Employed Mortgage Advisor. The Mortgage Advisor will be responsible for providing expert mortgage and insurance advice, assessing clients' long-term financial options, assisting with paperwork, and maintaining regular communication and status updates with clients. Additionally, the advisor will work collaboratively with clients' accountants when necessary to ensure a comprehensive advisory approach.
Qualifications
- Experience in Mortgage Marketing, Finance, and Mortgages
- Skills in Financial Planning and strategies
- CeMap Qualified
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Strong organizational and time management skills
- Experience in the financial industry is a plus
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