Self-employed Mortgage, Protection and Wealth advisors

Cooper & Parks Financial Services Ltd; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking self-employed Mortgage, Protection, and Wealth Advisors to join their supportive team. This role offers the flexibility of remote work with no micromanagement, allowing you to develop your Mortgage Advising business effectively. With a competitive commission split of 80% and in-house training, you will have the resources necessary to thrive. The firm is dedicated to your growth, providing a collaborative environment that values expertise and client satisfaction. If you're passionate about delivering top-notch financial advice, this opportunity is perfect for you.

Benefits

Competitive Commission Split

No Micromanagement

Supportive Team

In-House Training

Flexible Client Meetings

Growth Opportunities

Qualifications

• CeMAP or CII Certificate in Mortgage Advice qualified is essential.
• Ability to work independently and as part of a team is crucial.

Responsibilities

• Provide advice and recommendations on Mortgage and Protection products.
• Manage applications through to completion and build your business.

Skills

CeMAP or CII Certificate in Mortgage Advice

Ability to work independently

Team collaboration

Job description

Self-employed Mortgage, Protection and Wealth Advisors

** SELF EMPLOYED ROLE ** *WEALTH & MORTGAGE PROTECTION ADVISORS*

If you are looking for better commission splits, the flexibility of working remotely with no micromanagement but still want to feel supported and empowered to take your Mortgage Advising business to the next step, we have the firm to help you.

Founded in 2000, Cooper and Parks Limited are a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments, with an unwavering commitment to service standards and client satisfaction.

Responsibilities:

1. Complete fact finds and collate documents from clients.
2. Provide advice and recommendations on Mortgage and Protection products.
3. Manage applications through to completion.
4. Build and develop your business to achieve your goals.
5. Complete continued professional development to ensure you stay up to date on industry regulation and products.

Required Skills & Qualifications:

1. CeMAP or CII Certificate in Mortgage Advice qualified.
2. Ability to work independently and as part of a team.

Benefits:

1. Competitive Commission Split: Enjoy an attractive commission split of 80%.
2. No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
3. Supportive Team: Be part of a team that values collaboration and regularly hosts in-person events.
4. In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.
5. Flexible Client Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
6. Growth Opportunities: They are dedicated to helping you grow your business with our extensive support system.

If you are passionate about providing top-notch financial advice and are ready to take your Mortgage Adviser career to the next level, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction.

Apply now to take the next step as a successful Mortgage Adviser.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales