At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client cases from start to finish.
- Company: Join Cotswold Financial Solutions, a dynamic partner of St. James's Place Wealth Management.
- Benefits: Enjoy flexible remote working options and choose between employed or self-employed arrangements.
- Other info: Be part of a growing team with opportunities for professional development.
- Why this job: Make a real difference in clients' lives by helping them secure their financial futures.
- Qualifications: Must be a qualified adviser with strong communication and relationship-building skills.
The predicted salary is between 31500 - 38500 Β£ per year.
Cotswold Financial Solutions Ltd, a Partner Practice of St.
James's Place Wealth Management, is seeking a qualified Mortgage & Protection Adviser to join its growing team in Chipping Norton, Oxfordshire.
The role offers flexible/remote working and a choice of employed or self-employed arrangements.
You will provide professional, compliant mortgage and protection advice, manage cases from enquiry to completion, and build long-term client relationships while keeping up to date with lender criteria
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