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Certified Financial Planner & Associate Director | DipFA, CeMAP | Helping Clients Achieve Financial Security & Wealth Growth
Company Description
Severn Financial offers comprehensive financial advice across a wide geographic area from West Wales to London. With hubs in Swansea, Cardiff, and Rickmansworth, our team provides personalised solutions in Wealth Management, Retirement Planning, Investment Advice, Estate Planning, Insurance Solutions, and Mortgage Advice.
Role Description
This is a full-time remote role for a Self-employed Mortgage and Protection Adviser at Severn Financial. The role involves providing guidance on mortgage options to help clients achieve their property goals.
Qualifications
* Expertise in Mortgages and Financial Planning
* CeMap Qualified
* Excellent communication and interpersonal skills
* Ability to work remotely and independently
* Experience in the financial services industry is a plus
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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