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The Finance Planning Group is a well-established provider of financial services throughout the UK, specialising in mortgage and protection advice. The company has a unique network model that supports both single advisers and significant ARs, utilising the latest technology to acquire leads and process applications efficiently. With a consumer-centric culture of 'It's all about You,' the company offers a broad portfolio of services to ensure that we consistently achieve the right customer outcome.
Role Description
This full-time hybrid Mortgage and Protection Adviser role based in Haywards Heath allows work from home and introduces the estate agent and our head office. The Adviser will provide mortgage and protection advice to customers, utilising the company's network model and technology to acquire leads, process applications, and meet the changing demands of modern consumers.
Qualifications
* Experience in Mortgages and CeMap Qualified
* Strong interpersonal and communication skills
* Ability to work independently and collaborate with a team
* Previous experience in a similar role is a plus
* CeMap qualification is highly desirable
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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