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Mortgage Adviser, Nuneaton

£25000 - £35000 OTE plus benefits

This is an opportunity to work within a growing Wealth Management firm who are looking for a Mortgage Adviser to join the business.

The company, established for 5 years, is directly authorised by the FCA. They provide clients with a high level of independent financial advice. This includes Pensions, Investments, Mortgages and Protection products, with advice being delivered clearly and professionally, to help achieve a successful financial future for each individual client.  

The Role:

This opening is ideal if you are looking to join a growing Wealth Management business. Mortgage administration support is provided.

  • Meeting face-to-face with clients and undertaking a professional and compliant fact find
  • Provide clients with an independent review on mortgage products
  • Offer assistance and advice on Protection
  • Generate and convert activity with clients into confirmed business to achieve performance targets
  • Deal with all internal leads, whilst showing initiative to create new business opportunities
  • To deliver exceptional level of customer service at all times to maintain company’s reputation 
  • Comply within regulatory and company compliance requirements

About You

  • 2 years experience in an independent, whole of market advisory role
  • Customer focused with a passion for customer service
  • Proven track record with active cas so you can hit the ground running
  • Self motivated, team player with excellent communication skills
  • Work well under pressure 
  • A confident and pro-active networker 
Benefits: 

 

  • Competitive basic salary
  • Company pension
  • Uncapped bonus
Location: 
Nuneaton
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Mortgages
Reference Number: 
JR-849