Mortgage Adviser, Nuneaton
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.
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
- 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
- Competitive basic salary
- Company pension
- Uncapped bonus