Mortgage & Protection Advisor

Premier Jobs UK; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing financial advisory firm in the UK seeks motivated individuals to become Mortgage & Protection Advisors. You will self-generate leads, provide personal financial advice, and engage in a supportive team culture with uncapped earnings. The role requires a CeMAP qualification, with training available for those becoming qualified. Enjoy a fully home-based role with occasional meetings and quarterly conferences.

Benefits

Uncapped earnings

Tiered commission structure

Home-based role

Supportive team culture

Qualifications

• Willing to take the opportunity seriously as a self-employed advisor.
• Prior sales experience preferred but not essential.

Responsibilities

• Self-generate leads and clients using personal connections.
• Provide personal advice on financial products.
• Engage in ongoing training and professional development.

Skills

Desire to develop career in financial services

Motivated and proactive

Good personal network

Education

CeMAP qualification

Job description

Overview

Are you keen to embark upon or take your career within Financial Services as a Mortgage Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individuals. The business currently has 80 self-employed Advisors and plans to double in size within the next 12 – 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed. You will be joining under an Area Manager who typically has 10 in their team and will have time to support you. This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings.

Responsibilities

• Self-generate leads and clients; be proactive in marketing yourself and winning clients, using personal connections and communities.
• Work under an Area Manager who provides coaching on how to market yourself effectively and win clients.
• Support families by providing personal advice on products such as life insurance, income protection, critical illness cover, and, as you become qualified, mortgages, investments and pensions.
• Engage in training and ongoing professional development; progression from Insurance Advisor to Mortgage & Protection Advisor and beyond, with upskilling training provided by a dedicated partner.
• Attend quarterly conferences aimed at company-wide training, team bonding and celebrating successes.

Mortgage & Protection Advisor Requirements

• You must have the desire to enter the financial services industry and develop your career as a Mortgage & Protection Advisor.
• You must have CeMAP to join as a Mortgage Advisor; if not qualified yet, you can join as an Insurance Advisor.
• Individuals with prior targeted sales or financial services sales experience are preferred, but not essential.
• You must have a good personal network to draw upon to self-generate business.
• You must be motivated, proactive and willing to take this opportunity seriously.
• You must be committed to being self-employed.

The Company

Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount.

Benefits

• Self-employed role with uncapped earnings.
• Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income.
• Fully home-based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end-of-year celebrations.
• Supportive team culture.

Locations

Home based

Liability and Disclaimer

While Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.