What we do

<p>Recruitment agency specialising in sourcing exceptional talent for the mortgage &amp; protection industry.</p>
<p>We&rsquo;re experts in our field with over 30 years industry experience and longstanding partnerships with some of the UK's most successful companies.</p>

This is a fantastic opportunity to join one of the UK’s largest and most highly respected names in the Financial Services Industry. Our client is one of the largest Wealth Management companies in the UK and have a thriving Life Insurance division. Due to continued year on year growth we are looking to recruit several new Life Insurance Advisers into the team. With a flexible culture, this role can be fully home based. You will benefit from very high conversion rates, extremely low lapse rates and average premiums substantially higher than the market average. Please note this is a very consultative, 'quality over quantity' type of role, focused on HNW clients. You will not be making volume calls. Your clients will regard you as a trusted adviser that will help them to achieve the correct level of protection for themselves and their families. This is a rare opportunity to join a company that will genuinely invest in your development, taking the time to help you develop your career within an agreed timeframe. You will be given full training and will be guided through all of the relevant RO1 and RO5 qualifications. This is an opportunity to join a passionate team within a fantastic business and begin building a long-term career within Financial Services. The Position / Responsibilities - You will be focused on the HNW market and operating as a true consultant, trusted by your client - You will be providing telephone-based advice to clients regarding Life Insurance and Protection services - Initially you will be guided through a detailed training scheme where you will become fully qualified in relevant qualifications (paid for and trained by the company) - Conducting fact finds and researching client requirements - Maintaining records on the internal system and following company sales process - Building rapport and communicating professionally with clients - Making sure clients are receiving the best possible service at all times What We’re Looking For - Previous experience within Protection / Life Insurance is required - Ideally relevant qualification (E.g. R01) - Previous experience in a professional customer focused environment is essential - A technical mind able to deal with complex premiums and policies - A professional approach and excellent communication skills is vital - Ability to communicate effectively over the phone - Self-motivated and a desire to succeed - Ability to demonstrate drive and an ambition to carve out a successful career within financial services - IT literate and attention to detail What We Can Offer - A base salary dependent upon experience. Base salary will continue to rise with progression. - A generous bonus scheme that reaches up to 60% of your base salary - A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food &amp; drink vouchers and much more - The opportunity to work for a highly respected, well known Financial Advisory Business - A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry - A genuine long term career path where you can become a fully fledged financial adviser - A passionate team within a fantastic working environment If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.

Protection Adviser

Our client is a highly regarded Financial Services business that has grown year on year for over 25 years. They offer an incredible working environment and have a proven track record of guiding advisers to the top of their game in terms of skillset and earnings. The business is very secure and offers individuals long term career prospects and the opportunity to consistently achieve high levels of commission. This is a hybrid role with travel to the North London office 1-2 days per week initially. Due to growth my client is looking to welcome a Protection specific adviser to handle all of their life insurance needs, circa 800K worth of business per year. This is a very rare opportunity to inherit a large book of current business and also enjoy the consistency of a high volume of new clients. We're specifically looking for a go-getter that wants to be highly successful and eventually build a protection team around them. Client service is paramount so we're looking for someone also with the right priorities and the motivation to help protect families properly. Highlights for the Successful Life Insurance Adviser - Excellent base salary, bonus structure &amp; commission scheme - 150K year one OTE is very achievable - Hundreds of pre qualified leads every single month - Full onboarding and continuous training &amp; development - A fantastic management team that work with you to ensure your long term success in the industry - Generous Holiday entitlement - Company pension scheme and full corporate benefits - Great team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one The Position of Life Insurance Adviser You will be responsible for providing exceptional service to clients that require whole of market protection advice. Specific Responsibilities of the Life Insurance Adviser - Speaking to potential customers over the phone / face to face that may require protection advice - Making sure that all leads are handled in a timely and professional manner - Gaining trust over the phone and working with the client to secure a best fit solution - Providing first class customer service to clients What we are looking for: - Prior experience as a life insurance - Whole of market experience desirable - Hungry, driven individuals that want to be successful within the industry - Professional attitude and excellent communication skills - Experience of using internal systems - A passion for building a career within the financial services industry With further growth planned this is a perfect time to be joining such a thriving business. If you like the sound of this opportunity and feel you have the necessary experience, don’t leave it for someone else to land the position. Apply now and talk to us to find out more!

Life Insurance Adviser

Our client is a highly regarded Financial Services business that has grown year on year for over 25 years. They offer an incredible working environment and have a proven track record of helping all new starters develop and grow into highly succesful advisers. The business is very secure and offers individuals long term career prospects and the opportunity to consistently achieve high levels of commission. Due to growth my client is looking to welcome a Protection specific adviser to handle all of their life insurance needs, circa 800K worth of business per year. This is a very rare opportunity to inherit a large book of current business and also enjoy the consistency of a high volume of new clients. We're specifically looking for a go-getter that wants to be highly successful and eventually build a protection team around them. Client service is paramount so we're looking for someone also with the right priorities and the motivation to help protect families properly. Highlights for the Successful Life Insurance Adviser - Excellent base salary, bonus structure &amp; commission scheme - 150K year one OTE is very achievable - Hundreds of pre qualified leads every single month - Full onboarding and continuous training &amp; development - A fantastic management team that work with you to ensure your long term success in the industry - Generous Holiday entitlement - Company pension scheme and full corporate benefits - Great team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one The Position of Life Insurance Adviser You will be responsible for providing exceptional service to clients that require whole of market protection advice. Specific Responsibilities of the Life Insurance Adviser - Speaking to potential customers over the phone / face to face that may require protection advice - Making sure that all leads are handled in a timely and professional manner - Gaining trust over the phone and working with the client to secure a best fit solution - Providing first class customer service to clients What we are looking for: - Prior experience as a life insurance - Whole of market experience desirable - Hungry, driven individuals that want to be successful within the industry - Professional attitude and excellent communication skills - Experience of using internal systems - A passion for building a career within the financial services industry With further growth planned this is a perfect time to be joining such a thriving business. If you like the sound of this opportunity and feel you have the necessary experience, don’t leave it for someone else to land the position. Apply now and talk to us to find out more!

33 - 35k basic salary DOE, 75k OTE Hybrid role: office-based 3 days a week, home-based 2 days a week. Other benefits include: Company pension Employee discount Health &amp; well-being programme Life insurance Private dental insurance Private medical insurance Referral programme The company: Our client is a highly respected Whole of Market brokerage with 25 years experience. Head-quartered in London, they are currently seeking a skilled and experienced Mortgage Adviser to help manage their client base across the South West, ideally based in Bristol or Bath. This is a hybrid opportunity that provides access to a strong and continuously expanding book of business and the opportunity to earn consistently high levels of commission. A truly unique opportunity to join a market leader within the high value mortgage market. Our client specialises in the HNW / Mass Affluent market and is seeking someone they can trust to manage this calibre of business, converting a substantial number of leads from partner estate agencies. With guaranteed business the earning potential is significant. This position would suit ambitious individuals intent on providing exceptional 5* service to their clients. Who we’re looking for: The ideal candidate will be a proven, fully qualified Mortgage Adviser with some experience in the HNW market. You will be ambitious to take your career to the next level by partnering with an established company. A strong knowledge of mortgage products and the lending market is essential. Along with excellent communication and interpersonal skills. You will need to be a self-starter, confident in working independently from home and managing a significant client book. You must be passionate about the industry with a commitment to staying on top of the most current market trends. Responsibilities: Consult with existing clients to discuss their mortgage needs and financial goals Business Development and handling with new business enquiries Provide expert advice and guidance on mortgage options, rates, and terms Assist clients in completing mortgage applications and gathering necessary documentation Evaluate client creditworthiness and financial information to determine loan eligibility Collaborate with lenders and underwriters to ensure timely processing and approval of mortgage applications Stay updated on industry regulations and changes in mortgage products and programs Build and maintain relationships with real estate agents, builders, and other referral sources Provide exceptional customer service throughout the mortgage process Commitment to continued professional development Experience: Minimum of 1-2 years of experience as a fully qualified Mortgage Adviser. Demonstrable business development skills In-depth knowledge of mortgage products, programs, and lending guidelines Strong understanding of financial analysis, credit evaluation, and risk assessment Excellent communication and interpersonal skills Ability to work independently and manage multiple client files simultaneously Proficient in mortgage software systems and MS Office Suite If you are a motivated individual with a passion for helping clients achieve their home ownership dreams, we want to hear from you! Apply today with a copy of your CV.