Mortgage & Protection Advisor

Posted 16 August by Tenet Group Limited

Our client is seeking to appoint an experienced Mortgage and Protection Advisor to join their firm. Based in the South West of England, you can choose to be home based or work from the office. An experienced Mortgage & Protection Advisor, ideally from an independent FS background, however all candidates will be considered. You must be CEMAP qualified, holding competent advisory status,

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.

Application questions

Are you Diploma qualified QCF Level 4?
Do you have Competent Adviser Status?

Reference: 34549273

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