Mortgage & Protection Adviser - Self Employed - Stockton-on-Tees, United Kingdom - Holistic Finance Ltd

Description

This is a unique opportunity for a self-employed mortgage adviser to become part of our team and take advantage of our in-house admin and support.

We are a successful family run independent financial advisory firm looking for the right person to join our team and continue to grow with us.

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Our Core Values_

If you're in sync with all our core values, we'd be excited to hear from you

• Trustworthy & Fair
• Honest & Transparent
• Reliable & Loyal
• Authentic
• Relentless & hardworking

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About the role:_

• Provide expert mortgage and protection advice and guidance to all customers
• Conduct comprehensive consultations with customers to understand their situation and overall goals
• Ensure that you are identifying your client's needs and offering advice and products that best suits their requirements
• Stay updated on mortgage market trends, interest rates and lending policies
• Educate your customers on mortgagerelated terminology, processes and potential risks to help them make an informed decision
• Cultivate and maintain strong relationships with clients to foster trust and loyalty, encouraging repeat business and referrals
• Assess clients' financial status, including income, expenses, assets, and liabilities, to determine their borrowing capacity and eligibility for various mortgage products
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and understandable manner
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built
• Commercial awareness: Maintain and update knowledge of regulations, practices and financial products

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To be considered for the role you must:_
- be a successful Self-Employed Mortgage and Protection Adviser

• Hold
  CeMAP or similar industryrecognised qualification
• At least 24 months wholeofmarket experience
• Have your own client bank
• You must be able to pass the fit and proper assessment
• You must have no panel exclusions
• Have a consistent track record of achieving your goals within your current role
• Be proactive and selfmotivated
• A passion for achieving a fantastic customer experience.
• Willingness to learn and adapt to market and developer needs
• Proven use of mortgagespecific software
• Full driving licence
• You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006.

_(Please Note:
you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)._
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What's in it for you:_

• A competitive earnings split on existing and new business written
• Admin and back office support provided freeing you up to generate new business
• Separate smart meeting room to conduct all your appointments where applicable
• All professional/regulatory fees taken care of
• Additional clients provided
• You'll be joining a friendly, successful, and flexible business
• Future potential to be employed by the business rather than self employed
• Marketing
• Desk/Computer/IT all supplied
• Car parking

• Flexible Monday

• Friday expected working hours
• Agreed leave of 30 days holiday plus bank holidays to fit in with existing structure

This role would be ideal for a lone self-employed adviser who is struggling with their admin/paperwork & FCA regulatory/compliance responsibilities and would love to become part of a professional team.

Salary:
£50,000.00-£100,000.00 per year


Benefits:

• Free parking

Schedule:

• Monday to Friday

Work Location:
In person

Expected start date: 01/05/2024