Self-Employed Mortgage & Insurance Advisor

Finance Advice Centre Ltd

East Midlands

On-site

GBP 35,000 - 100,000

Full time

5 days ago
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Benefits offered by this job

OTE up to £100k+ per year
Flexible hours
Admin support
Whole-of-market products
Franchise opportunities

Job summary

Finance Advice Centre Ltd is seeking self-employed Mortgage and Insurance Advisers to join our Derby team, offering a vibrant, client-focused role with flexibility to meet clients at the office, home, or workplace, or over the phone.

You will deliver independent advice, sourcing from the whole market, supported by admin assistance and supplied leads, with encouragement to generate your own opportunities and grow your business.

Qualifications

  • Experience in financial services and client-facing roles.
  • Qualified or studying towards mortgage/insurance qualifications as listed.
  • Strong communication and IT skills with typing speed.

Responsibilities

  • Provide independent mortgage and insurance advice from the full market.
  • Meet clients face-to-face or remotely and support their journey.
  • Develop client relationships and network to generate leads.
  • Utilise admin support while proactively building your own pipeline.

Skills

Communication skills
IT skills (MS Office)
Networking
Financial services experience
Phone manner

Education

CF1 & CF6 or CeMAP 1,2 & 3
CF3, RO5, CeFA 3 or CeMAP 1

Tools

Microsoft Word
Microsoft Excel
Outlook

Job description

Finance Advice Centre Ltd is seeking self-employed Mortgage and Insurance Advisers to join our Derby team, offering a vibrant, client-focused role with flexibility to meet clients at the office, home, or workplace, or over the phone.

You will deliver independent advice, sourcing from the whole market, supported by admin assistance and supplied leads, with encouragement to generate your own opportunities and grow your business.

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