Job Title: Mortgage & Protection Adviser
Company Overview
ROCKSTONE Mortgage & Financial Advice is currently seeking a Mortgage & Protection Adviser to join their team on an Employed basis. The company recognizes the importance of flexible working, providing their staff options to work from home, making geographical location not an issue. They also have an office for hybrid or full-time working.
Company Services
The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice, and Insurance to numerous clients.
Skills Required:
1. CeMAP or relevant Mortgage Qualification
2. A positive attitude and excellent team communication
3. Looking to progress your career to the next level
4. Client-oriented with high customer service skills and communication
5. The ability to explain complex information clearly and simply
6. Minimum 3 years+ experience of dealing with clients face to face
Compensation
Basic Salary Up to £30K Depending on experience - OTE £50-60K+ Uncapped with a generous commission split.
Working Environment
100% Flexible Working – WFH – Attend/Use office as much or little as you want. Development support towards a full financial adviser role if required. All leads supplied.
Your Duties Will Usually Include:
* Meeting performance targets
* Ability to prospect and organize meetings
* Fact-find effectively to establish the client’s current finances and future aspirations
* Provide high-quality professional mortgage advice and explain different types of mortgages available
* Explain required insurance and protection products so that clients can make informed choices
* Communicate effectively at all levels
* Ensure all regulatory documentation is completed within the required timescale
* Keep up to date with new mortgage and protection products and changes in mortgage regulation
* Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
* Embrace company values and promote them effectively alongside the brand
Job Details
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Consulting, Strategy/Planning, and Finance
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