Mortgage Advisor

One of our highly successful and leading businesses, Asset Wealth Advisory are currently seeking a Mortgage & Protection Adviser to join their team on 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. 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 £70K Uncapped Working with a well-established, professional, forward-looking company Laptop & Phone provided 100% Flexible Working – WFH, Hybrid, Office Development support towards full financial adviser role if required Client Bank required with some quality leads supplied 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.

Location: London, GB

Posted Date: 1/18/2025