Mortgage Advisor into Financial Advisor

75 Days Old

Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of advice and build your skillset as a Financial Advisor. Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient. In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you. Mortgage Advisor and/or Financial Advisor Requirements You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent) You should be committed to being self-employed The Company This established financial advisory and mortgage brokerage based in th...
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Location:
Chester
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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