- Provide high quality and professional Mortgage & Protection advice
- Fact-find effectively to establish the client's current finances and future aspirations. Working in a small team in a sales-driven environment reporting to the owners
- Embrace company values and promote them effectively alongside the brand.
- Prospecting new clients to enhance the number and quality of existing clients
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
Self Employed Mortgage - Derbyshire, United Kingdom - Quilter Financial Planning
Description
Job Description
What the Hiring Manager Says
Mortgage & Protection Advisers Wanted
East Midlands
OTE £50-60K+
Broadview Financial Services are a leading financial advice business based in Derby. They are offering excellent opportunities for Mortgage & Protection Advisers to work on an Self-Employed basis with client bank supplied and administration support
Your duties will include:
Skills:
· CeMAP or relevant Mortgage Qualification
· Go Getter with a positive can-do attitude
· High customer service skills and client-orientated
· The ability to explain complex information clearly and simply
· Excellent communicator at all levels
· Minimum 2 years+ experience of dealing with clients face to face
Benefits:
· Client Bank Provided
· Appointments booked on your behalf
· Full Administration Service
· Working with a well-established, professional, forward-looking company
· Development Support towards full financial adviser role if required