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Permanent

Mortgage Advisor

Worcester
money-bag 50000.00-50000.00 Annual
Posted 1 week ago

About Kind Wealth Kind Wealth exists to deliver advice that is thoughtful, transparent, and built around long-term relationships. We are growing with intent - not simply adding advisers but building a community of professionals who care about outcomes, ethics, and doing the right thing for clients. This is advice done properly! The Role As a Mortgage Advisor at Kind Wealth, you will provide regulated mortgage and protection advice that is compliant, client-centred, and commercially disciplined. The role requires a strong understanding of the mortgage and protection markets, regulatory requirements, and the ability to deliver tailored advice that helps clients achieve their property goals. You will manage clients end-to-end - from initial discovery through recommendation, submission, and completion - building trusted relationships and delivering outcomes that stand the test of time. Whilst self-generation of leads is encouraged, you will also be responsible for effectively converting opportunities generated through Kind Wealth s partnerships with affinity introducers. We are looking for advisers who value professionalism over pressure, alignment over shortcuts, and long-term client relationships over short-term transactions. Key Responsibilities Client Advisory: Assess clients financial situations, objectives, risk tolerance, and long-term goals. Develop bespoke recommendations tailored to individual client needs. Provide recommendation on mortgages relating to first-time ..... full job details .....

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