At a Glance
- Tasks: Provide expert advice on mortgages and insurance products to clients.
- Company: Join a dynamic team at Finance Advice Centre in Derby.
- Benefits: Flexible hours, competitive earnings, and admin support to boost your productivity.
- Other info: Self-employed vacancies available with excellent networking opportunities.
- Why this job: Make a real impact in finance while growing your career with industry-leading incentives.
- Qualifications: Experience in financial services and relevant qualifications required.
The predicted salary is between 35000 - 100000 £ per year.
Are you a skilled Mortgage and Insurance Advisor looking to take your career to the next level?
Are you ready to make a real impact in the vibrant world of finance and insurance?
Look no further!
We have an exciting opportunity for you to join our dynamic team in Derby!
As a Mortgage and Insurance advisor, you will be responsible for giving independent advice and making recommendations on mortgages and insurances products from the whole of the market.
You will either be meeting clients, at one of the Company's offices, in the client’s home, workplace or over the phone and you will have the flexibility to control your own diary.
Admin support is provided so that once your file is completed the case is handed to the team who will then process it through to completion.
This will free up your time to move onto the next case without worrying about time consuming chasing for updates from clients, lenders and insurance companies.
Leads will be provided from our radio advertising, websites and from its professional Introducers.
In addition to this, the successful applicant will ideally need to demonstrate a pro-active attitude to both networking and lead generating.
We have Self-Employed vacancies available. Hours are flexible and we offer industry leading incentives with OTE of 35k to £100k+ per annum.
Mortgage and Insurance Advisor Requirements
- Experience and a proven record of accomplishment from within the financial services industry.
- You will need qualifications CF1 & CF6 or Ce MAP 1, 2 & 3 to advise on mortgages and CF3, RO5, Ce FA 3 or Ce MAP 1 to advise on insurances.
- Good communication and people skills with an excellent phone manner.
- Good IT skills with a proficient typing speed and experience of working with Microsoft Word, Excel and Outlook.
- Meet the Organisation: Who We Are and What We Do
Finance Advice Centre has been formed as a Mortgage, Loan & Insurance Company with a difference.
We offer a better alternative for advisers who are looking for genuine help and support to grow their client bank in a compliant and professional manner.
If you're ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you!
Don't let it slip away – seize this thrilling chance and apply now!
Mortgage and Insurance Advisor in Derby employer: Finance Advice Group Ltd Careers
At Finance Advice Centre, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment in Derby. Our flexible working hours, comprehensive admin support, and industry-leading incentives empower our Mortgage and Insurance Advisors to thrive and achieve their full potential. With ample opportunities for professional growth and a culture that values proactive networking, we are dedicated to helping you make a meaningful impact in the finance and insurance sector.
Contact Details:
Finance Advice Group Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Insurance Advisor in Derby
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Finance Advice Group Ltd Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage and Insurance Advisor in Derby
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Finance Advice Group Ltd Careers. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Finance Advice Group Ltd Careers. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Finance Advice Group Ltd Careers
✨Show Off Your Financial Savvy
When you're talking with Finance Advice Group Ltd Careers, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Finance Advice Group Ltd Careers.
