Remote Mortgage & Protection Adviser – Independent Practice

Primis Mortgage Network; City of Westminster; Remote; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial services network seeks a Self-Employed Mortgage & Protection Adviser to provide tailored financial advice. This full-time, remote role entails conducting financial assessments and managing client relationships while ensuring compliance with regulations. Ideal candidates will have a CeMAP qualification and experience in mortgage-related fields. Comprehensive support and resources are provided to enhance your advising capabilities.

Benefits

Discounted support packages

Ongoing marketing support

Provision of laptop and tech support

CPD support through virtual meetings

Qualifications

• Experience in the mortgage and protection sector is preferred.
• Understanding of finance-related principles.
• Ability to maintain high organisational standards.

Responsibilities

• Provide tailored mortgage and protection advice to clients.
• Conduct comprehensive financial assessments for clients.
• Ensure compliance with all relevant industry regulations.
• Manage client relationships and identify suitable financial products.
• Utilise marketing strategies to promote services and grow the client base.

Skills

Proficiency in Mortgages and Protection

Strong interpersonal skills

Client relationship management

Experience in Mortgage Marketing

Ability to work independently

Education

CeMAP qualification

Job description

A prominent financial services network seeks a Self-Employed Mortgage & Protection Adviser to provide tailored financial advice. This full-time, remote role entails conducting financial assessments and managing client relationships while ensuring compliance with regulations. Ideal candidates will have a CeMAP qualification and experience in mortgage-related fields. Comprehensive support and resources are provided to enhance your advising capabilities.