Mortgage and Insurance Advisor

JR United Kingdom; Derby; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading finance advisory firm is seeking Mortgage and Protection Advisors for both employed and self-employed roles. The successful candidates will provide expert advice on mortgages, loans, and insurance, ensuring client satisfaction through tailored financial planning and marketing strategies.

Qualifications

• CeMAP qualified or equivalent for advising on mortgages.
• Familiarity with financial regulations required.

Responsibilities

• Provide expert advice on mortgages, loans, and insurance products.
• Conduct financial planning and assess client needs.

Skills

Communication

Interpersonal Skills

Education

CeMAP 1,2 and 3

CF1 & CF6

CF3

RO5

CeFA 3

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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Self Employed Advisors - Work from Home or Office

Company Description:

Finance Advice Centre Ltd is a whole-of-market mortgage, loan, and insurance advisory firm. We provide honest and practical advice with a focus on 100% customer satisfaction. Our team of advisors is located across the UK, ensuring that we can assist clients nationwide. Admin support is provided for our Advisors.

Role Description:

We are looking for Mortgage and Protection Advisors to fill both Employed and Self-Employed Vacancies. As a Mortgage & Protection Advisor, you will be responsible for providing expert advice on mortgages, loans, and insurance products. This includes conducting financial planning, assessing client needs, and recommending suitable mortgage and protection options. You will also be involved in mortgage marketing to attract and engage potential clients.

Requirements:

• CeMAP 1,2 and 3 Qualified or CF1 & CF6 to advise on Mortgages.
• CF3, RO5, CeFA 3 or CeMAP 1 to advise on Insurances.
• Familiarity with financial regulations and guidelines.
• Excellent communication and interpersonal skills with a good phone manner.
• Experience of working with Microsoft Word, Excel and Outlook.