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Self-Employed Mortgage

2 months ago

Kent, United Kingdom Quilter Financial Planning Full time

One of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on a Self-Employed basis.



The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients.



The company takes great pride in their brand with an honest and professional approach to the services they provide to customers.



With over 35 years of trading and management team with over 100 years of advisory experience you will learn and be mentored by the best



Skills:

· CeMAP or relevant Mortgage Qualification

· A positive attitude and excellent team communication

· Looking to progress your career to the next level

· Client-orientated with high customer service skills and communication

· The ability to explain complex information clearly and simply

· Minimum 2 years+ experience



Benefits:

· Generous Commission Split – OTE £75-100K+ Uncapped

· Working with a well-established, professional, forward-looking company

· Full Administration Support

· Flexible Working – Hybrid or Office (State of the Art)

· Development Support towards full financial adviser role if required

· Some leads supplied - Small Client Bank Required



Your duties will usually include:

  • Meeting performance targets
  • Ability to prospect and organise meetings
  • Fact-find effectively to establish the client’s current finances and future aspirations.
  • Provide high quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products so that clients can make informed choices.
  • Communicate effectively at all levels
  • Ensure all regulatory documentation completed within the required timescale
  • Keep up to date with new mortgage and protection products and changes in mortgage regulation
  • Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
  • Embrace company values and promote them effectively alongside the brand.


Company Website: www.haysfg.com

Key Words:

Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap