A fantastic opportunity for a Mortgage and Protection Advisor to join an independent financial services business located in the Somerset Market town of Frome.
The business pride themselves on putting the client’s needs at the heart of their advice process, delivering tailored solutions on mortgages and property finance, savings and investments, pensions and retirement, tax and estate planning.
As this is a self-employed position you can choose to be home based or work from the office.
Working alongside an experienced Financial Advisor, you will be provided with a database of existing clients and warm leads. The firm work in partnership with a number of estate agencies, accountants and introducers, providing you with a very strong pipeline of opportunities.
You will be responsible for reviewing the mortgage and protection requirements across a wide range of clients. Providing research of the market and identifying suitable products.
This is a self-employed role, the client typically offers a 70/30 split - however this is negotiable depending on your experience, the client portfolio you can bring to the business and your level of experience and expertise in the market.
This is an exciting opportunity as the client can offer future equity or Directorship in the future.
- Provide on-going advice to clients through developing your network
- Pro-actively maximise the potential of every lead while providing suitable advice for clients
- Ensure compliance and adherence to relevant legislation at all times
Advisers must be personable, easy to work with and share the company ethos of treating customers fairly and offering an excellent service at all times.
You must have full CeMAP (or equivalent) and hold current competent adviser status (CAS).
If this sounds like the opportunity for you please send your CV today and we will be in touch.
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