If you are an experienced Mortgage Adviser wanting to take your first step into financial or holistic advice and have already obtained the relevant qualifications, we have a fantastic firm in the heart of Cheshire that will support you through the transition, can provide pre-qualified leads and will help ensure your every success.
We are looking for advisors with a passion for providing outstanding advice and value exceptional customer service to join a well-established holistic advice firm. Proudly serving clients for over 20 years they are based in the heart of Cheshire, with high street offices.
With a flow of pre-qualified leads provided, training, support and the ability to work flexibly, they can help you take your career to the next level.
Role and Responsibilities of the Trainee Financial Advisor:
* Engage with clients to understand their circumstances and requirements.
* Provide expert advice on financial planning, Mortgages and Protection.
* Build and maintain strong relationships with clients to continue to grow referrals and increase business.
Required Skills for the Trainee Financial Advisor:
* CeMAP or equivalent qualification for Mortgage Advice.
* Must have experience giving Mortgage Advice.
1. DipFA Level 4 or equivalent qualification or enroute to obtaining...