Mortgage and Protection Adviser

Mortgage and Protection AdviserChipping Norton, Oxfordshire Flexible/remote working Employed: 30,000- 35,000 basic + uncapped earnings Self-employed: Competitive commission structure + uncapped earning potential Are you an experienced Mortgage and Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career? Cotswold Financial Solutions Ltd, a Partner Practice of St. James''s Place Wealth Management, is looking for a qualified Mortgage and Protection Adviser to join its established and growing team.With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James''s Place Partnership. About The roleYou''ll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond. Key responsibilities will include: Providing mortgage and protection advice tailored to individual client needsCompleting fact-finds, affordability assessments and appropriate product researchManaging mortgage and protection applications through to completionMaintaining accurate client records and compliant file notesLiaising with lenders, providers, solicitors, estate agents and other professionalsKeeping up to date with ..... full job details .....