Financial Services Consultant
North/East Bristol
£30,000 (depending on experience)
£50,000 - £60,000 OTE
Working Hours: Normal office hours are 08.45 a.m. to 6.00 p.m. Monday to Friday and 9.00 a.m. to 4.00 p.m. Saturday. Although these hours are in line with our office opening hours, we understand evening/home appointments will be needed, and therefore your working hours may vary accordingly. It is essential for the role to be partly office based to ensure a strong relationship with the sales teams you directly work alongside.
Our client is seeking an experienced, suitably qualified Financial Services Consultant to join their network. The successful candidate will be responsible for the mortgage and life policies of two primary offices amongst their network of nine Sales offices and Land & New Homes team, on a full-time basis.
Principle accountabilities:
1. Writing mortgages for all referred clients in a timely manner
2. Arranging life insurance policies for all referred clients
3. Seeking mortgage offers to assist with current and future property purchases
The right Candidate will:
1. Be suitably qualified in financial services
2. Demonstrate exceptional customer service
3. Have excellent Time Management
4. Have a good Telephone Manner
5. Have good communication skills both written and verbal
6. Be Personable and approachable
Full clean UK driving licence and own car is required.
Lead Source:
Two primary offices
The Longer-Term Opportunity
We are looking to grow a Multi-Advisor Business/Network across 9 sales and lettings offices, plus Land & New Homes cover North Somerset Bristol and South Gloucestershire. This role gives the opportunity to work alongside the Directors, with scope to become a director over time, which can be achieved by way of a performance-related earn-in programme.
We are offering:
1. Own car required with mileage paid.
2. 25 days annual leave PLUS bank holidays (increasing further upon completion of 3 & 6 years’ service).
3. Great company culture and values.
4. Paid for, social events throughout the year.
Offices:
Covering our network of offices across North Bristol, specific base possibly flexible.
Apply online today or call the Crux team on 01344 233 444.
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