Mortgage Advisor into Financial Advisor

Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages

You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of advice and build your skillset as a Financial Advisor.

Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient.

In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you.

Mortgage Advisor and/or Financial Advisor Requirements

• You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor
• Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent)
• You should be committed to being self-employed

The Company

This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team due to their Advisors being at maximum capacity.

Mortgage Advisor and/or Financial Advisor Benefits

• Self-employed role with tiered commission splits
• Hybrid role with 2 or 3 days in their Cheshire office
• Urgent need as the business is ready for you to takeover the leads being produced
• Admin support provided-

Location

Cheshire

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