Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients.
They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client’s needs.
Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment.
Company Values
The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do.
Nurturing Relationships
Building trust and developing long-term partnerships with clients and colleagues.
Navigating Futures
Providing clarity and confidence to clients in making important financial decisions.
Client-Centred Excellence
Striving for the highest professional standards and delivering outstanding service.
Thriving Together
Working collaboratively as part of a supportive, ambitious team.
Role Overview
As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets.
Key Responsibilities
Provide regulated mortgage and protection advice in line with FCA requirements.
Build strong relationships with clients, understanding their needs and recommending suitable solutions.
Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings.
Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently.
Proactively manage your client pipeline and deliver against agreed business targets.
The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries.
Ensure full compliance with company processes, including file quality and documentation.
Deliver a high level of service to ensure excellent client outcomes and long-term relationships.
Skills & Experience
CeMAP or equivalent qualified is essential.
At least 3 years’ experience as a Mortgage & Protection Adviser (network or directly authorised environment).
Strong knowledge of residential, buy-to-let and protection markets.
Client-focused approach with excellent interpersonal and communication skills.
Ability to manage workload effectively and work to deadlines.
Strong organisational skills with attention to detail.
Commercially minded with the ability to identify and maximise business opportunities.
What’s on Offer
Employed/Competitive basic salary and uncapped overall total earnings
Consistent in-house leads/referrals
Supportive admin infrastructure with dedicated mortgage support staff
Professional development opportunities within a Chartered firm
Collaborative, team-focused culture
Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry.
In return, you’ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area.
Please apply to us here at Recruit Wealth for an immediate response.