If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
Chipping Norton, Oxfordshire | Hybrid/flexible working
£30,000-£35,000 basic + realistic OTE £65,000-£70,000
Are you an experienced Mortgage & Protection Adviser looking for an opportunity where you can build your own client bank, develop your earnings and become a long-term part of a supportive team?
Cotswold Financial Solutions Ltd, a Partner Practice of St. James's Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team in Chipping Norton
This is primarily an employed opportunity, offering a £30,000-£35,000 basic salary with realistic OTE of £65,000-£70,000. You'll receive leads and support from the wider business while developing your own client relationships and growing your client bank
The team is looking for someone who wants to build a career with the business and become an integral part of it. You'll spend a reasonable amount of time working alongside the team in the Chipping Norton office, with flexibility and hybrid working available.
For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James's Place Partnership
About the role
You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.
Key responsibilities will include:
- Providing mortgage and protection advice tailored to individual client needs
- Completing fact-finds, affordability assessments and appropriate product research
- Managing mortgage and protection applications through to completion
- Maintaining accurate client records and compliant file notes
- Liaising with lenders, providers, solicitors, estate agents and other professionals
- Building strong client relationships xsabvtc and developing repeat and referral business
- Developing your own client bank with leads and support from the wider business
- Managing your own diary, workload and pipeline
About you
As Mortgage & Protection Adviser, you'll need:
- CeMAP 1, 2 and 3, Cert CII (MP), or an equivalent recognised mortgage qualification
- Experience providing regulated mortgage advice
- Experience providing protection advice alongside mortgage recommendations
- A sound understanding of mortgage product
Please click on the apply button to read the full job description
Mortgage & Protection Adviser in Chipping Norton employer: Cameo Consultancy (Recruitment)
Join a dynamic and innovative company as an Area Sales Manager, where you will thrive in a supportive work culture that values collaboration and personal growth. With competitive salaries, uncapped commission opportunities, and a focus on employee development, this role offers the chance to make a significant impact in the East Anglia territory while enjoying the benefits of a global market leader. Located conveniently in Chelmsford or central Essex, you'll have easy access to major transport links, enhancing your ability to connect with clients and drive sales success.
Contact Details:
Cameo Consultancy (Recruitment) Recruitment Team
