At a Glance
- Tasks: Help clients with mortgages and financial planning while building your own business.
- Company: Join Cooper and Parks Limited, a trusted firm in financial advice since 2000.
- Benefits: Enjoy an 80% commission split, flexible working hours, and in-house training support.
- Why this job: Experience freedom in your work with a supportive team and opportunities for growth.
- Qualifications: Must be CeMAP or CII qualified; independent and team-oriented skills are essential.
- Other info: This is a self-employed role with no micromanagement, perfect for ambitious individuals.
The predicted salary is between 36000 - 60000 £ per year.
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:
- Complete fact finds and collate documents from clients.
- Provide advice and recommendations on Mortgage and Protection products.
- Manage applications through to completion.
- Build and develop your business to achieve your goals.
- Complete continued professional development to ensure you stay up to date on industry regulation and products.
Required Skills & Qualifications:
- CeMAP or CII Certificate in Mortgage Advice qualified.
- Ability to work independently and as part of a team.
Benefits:
- Competitive Commission Split: Enjoy an attractive commission split of 80%.
- No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
- Supportive Team: Be part of a team that values collaboration and regularly hosts in-person events.
- In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.
- 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.
- 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.
Self-employed Mortgage, Protection and Wealth advisors employer: Cooper & Parks Financial Services Ltd
Contact Detail:
Cooper & Parks Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-employed Mortgage, Protection and Wealth advisors
✨Tip Number 1
Network with other professionals in the finance and mortgage industry. Attend local events or join online forums to connect with potential mentors and peers who can provide insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the mortgage and protection sectors. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss your approach to client relationships and how you plan to build your business. Highlighting your strategies for client engagement can set you apart from other candidates.
✨Tip Number 4
Showcase your adaptability and independence during conversations. Since this role offers flexibility and requires self-motivation, sharing examples of how you've successfully managed your time and projects can be very appealing.
We think you need these skills to ace Self-employed Mortgage, Protection and Wealth advisors
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising, protection, and financial planning. Emphasise any qualifications like CeMAP or CII that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to work independently. Mention how you can contribute to the firm's commitment to client satisfaction and service standards.
Showcase Your Skills: In your application, clearly outline your skills in managing applications, conducting fact finds, and providing tailored advice. Use specific examples from your past experiences to demonstrate your capabilities.
Highlight Your Professional Development: Mention any ongoing professional development activities you are involved in, such as training or certifications. This shows your commitment to staying updated on industry regulations and products.
How to prepare for a job interview at Cooper & Parks Financial Services Ltd
✨Showcase Your Qualifications
Make sure to highlight your CeMAP or CII Certificate in Mortgage Advice during the interview. This qualification is crucial for the role, and demonstrating your expertise will help you stand out.
✨Demonstrate Independence and Teamwork
Since the role requires both independent work and collaboration, be prepared to discuss examples of how you've successfully worked alone and as part of a team. This will show that you can thrive in their flexible environment.
✨Emphasise Client-Centric Approach
Talk about your commitment to client satisfaction and how you plan to build relationships with clients. Sharing specific strategies or experiences will illustrate your dedication to providing top-notch financial advice.
✨Prepare Questions About Support and Growth
Come equipped with questions about the in-house training and compliance support they offer. This shows your eagerness to learn and grow within the company, aligning with their values of empowerment and development.