Mortgage Advisor

Finance Advice Centre Ltd; East Midlands; On-site; GBP 35,000 - 100,000; Full time

Benefits offered by this job

Competitive salary packages

Potential OTE from £35,000 up to £100,000+

Flexible hours tailored to lifestyle

Admin assistance

Professional development opportunities

Job summary

A dynamic financial services company in the UK is seeking self-employed Mortgage and Insurance Advisors for their Derby team. The role involves providing tailored advice on mortgage and insurance products, with the flexibility to meet clients in various settings. Ideal candidates will have strong communication skills and a proactive approach to networking. This opportunity offers competitive salary packages, potential earnings from £35,000 to over £100,000, and a supportive environment with professional development opportunities.

Qualifications

• Experience and a proven track record within the financial services industry desired.
• Excellent communication and people skills with an outstanding phone manner.
• A proactive attitude towards networking and building strong client relationships.

Responsibilities

• Providing independent advice to clients on mortgage and insurance products.
• Meeting clients face-to-face, at home, or over the phone.
• Proactively networking and generating own leads.

Skills

Excellent communication and people skills

Proactive networking attitude

Good IT skills including proficiency in Microsoft Word, Excel, and Outlook

Education

Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3

CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice

Job description

Are you passionate about guiding clients through the complex world of mortgages and insurance? Do you thrive in a vibrant, client-focused environment where your expertise makes a real difference? Are you ready to elevate your career and join a forward-thinking organisation with endless growth opportunities?

We are currently looking for self employed Mortgage and Insurance Advisers to join our busy and expanding team in Derby, offering an exciting opportunity to become an essential part of a dynamic financial services company. If you're eager to provide top-tier advice and develop your career in the fast-paced world of finance and insurance, this role could be perfect for you!

Hours of Work: full time

As a Mortgage and Insurance Advisor, you will be responsible for providing independent advice to clients, recommending suitable mortgage and insurance products from the entire market, and supporting them throughout their journey. You will meet clients face-to-face at our office, their home or workplace, or over the phone, offering flexibility to suit your preferences. Admin support is provided to ensure you can focus on delivering excellent service, while leads will be supplied through advertising, websites, and professional introducers. Proactively networking and generating your own leads is also encouraged to maximise your success.

Mortgage and Insurance Advisor Requirements:

• Experience and a proven track record within the financial services industry desired
• Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice; CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice
• Excellent communication and people skills with an outstanding phone manner
• Good IT skills, including proficiency in Microsoft Word, Excel, and Outlook, and a fast typing speed
• A proactive attitude towards networking and building strong client relationships

Mortgage and Insurance Advisor Benefits include:

• Competitive salary packages with industry-leading incentives
• Potential OTE from £35,000 up to £100,000+ per annum
• Flexible hours tailored to your lifestyle and preferences
• A supportive environment with admin assistance and professional development opportunities
• Whole-of-market mortgage and insurance offering
• Franchise and Appointed Representative opportunities

Meet the Organisation: Who We Are and What We Do

Finance Advice Centre is a Mortgage, Loan & Insurance Company committed to providing exceptional advice and support to both clients and advisers. Our innovative approach offers a better alternative for professionals seeking genuine growth opportunities and compliant, professional service delivery. We are dedicated to helping you succeed in the competitive finance industry by providing robust backing and fostering a collaborative environment.

If you're ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don't miss out on this exciting chance to join a vibrant and supportive organisation – apply now and take the next step in your professional journey!