At a Glance
- Tasks: Guide clients through mortgages and insurance, providing tailored advice and support.
- Company: Dynamic financial services company focused on client success and adviser growth.
- Benefits: Competitive salary, flexible hours, admin support, and professional development opportunities.
- Other info: Join a forward-thinking team with endless growth opportunities and a collaborative culture.
- Why this job: Make a real impact in finance while enjoying a vibrant, supportive work environment.
- Qualifications: Experience in financial services and strong communication skills are desired.
The predicted salary is between 28000 - 72000 £ per year.
Are you passionate about guiding clients through the complex world of mortgages and insurance? Do you thrive in a vibrant, client-focused environment where your expertise makes a real difference? Are you ready to elevate your career and join a forward-thinking organisation with endless growth opportunities? We are currently looking for self-employed Mortgage and Insurance Advisers to join our busy and expanding team in Derby, offering an exciting opportunity to become an essential part of a dynamic financial services company. If you’re eager to provide top-tier advice and develop your career in the fast-paced world of finance and insurance, this role could be perfect for you!
Hours of Work: full time
Responsibilities
- As a Mortgage and Insurance Advisor, you will be responsible for providing independent advice to clients, recommending suitable mortgage and insurance products from the entire market, and supporting them throughout their journey.
- You will meet clients face-to-face at our office, their home or workplace, or over the phone, offering flexibility to suit your preferences.
- Admin support is provided to ensure you can focus on delivering excellent service, while leads will be supplied through advertising, websites, and professional introducers.
- Proactively networking and generating your own leads is also encouraged to maximise your success.
Qualifications
- Experience and a proven track record within the financial services industry desired.
- Qualified or studying towards CF1 & CF6 or CeMAP 1, 2 & 3 for mortgage advice; CF3, RO5, CeFA 3 or CeMAP 1 for insurance advice.
- Excellent communication and people skills with an outstanding phone manner.
- Good IT skills, including proficiency in Microsoft Word, Excel, and Outlook, and a fast typing speed.
- A proactive attitude towards networking and building strong client relationships.
Benefits
- Competitive salary packages with industry-leading incentives.
- Potential OTE from £35,000 up to £100,000+ per annum.
- Flexible hours tailored to your lifestyle and preferences.
- A supportive environment with admin assistance and professional development opportunities.
- Whole-of-market mortgage and insurance offering.
- Franchise and Appointed Representative opportunities.
Meet the Organisation: Who We Are and What We Do
Finance Advice Centre is a Mortgage, Loan & Insurance Company committed to providing exceptional advice and support to both clients and advisers. Our innovative approach offers a better alternative for professionals seeking genuine growth opportunities and compliant, professional service delivery. We are dedicated to helping you succeed in the competitive finance industry by providing robust backing and fostering a collaborative environment. If you’re ready to supercharge your career as a Mortgage and Insurance Advisor, this opportunity is tailor-made for you! Don’t miss out on this exciting chance to join a vibrant and supportive organisation – apply now and take the next step in your professional journey!
Self Employed Mortgage & Insurance Adviser employer: Finance Advice Group Ltd
Finance Advice Centre is an exceptional employer that prioritises your professional growth and success in the dynamic financial services sector. With a vibrant work culture in Derby, we offer flexible hours, competitive salary packages, and comprehensive admin support, allowing you to focus on delivering outstanding client service while enjoying a collaborative environment. Join us to take advantage of our whole-of-market offerings and extensive networking opportunities, ensuring your career as a Mortgage and Insurance Adviser flourishes.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Mortgage & Insurance Adviser
✨Tip Number 1
Network like a pro! Attend local events, join finance-related groups, and connect with other professionals in the industry. The more people you know, the more opportunities will come your way.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or a professional website where you can share insights about mortgages and insurance. This not only builds credibility but also attracts potential clients.
✨Tip Number 3
Practice your pitch! Whether you're meeting clients face-to-face or over the phone, having a clear and engaging way to present your services is key. Role-play with friends or colleagues to refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and shows you’re serious about joining our team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Self Employed Mortgage & Insurance Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that are relevant to the Mortgage and Insurance Adviser role. Highlight your qualifications, especially if you’re qualified or studying towards CF1 & CF6 or CeMAP certifications.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for helping clients navigate mortgages and insurance. Share specific examples of how you've made a difference in previous roles to grab our attention.
Show Off Your Communication Skills:Since excellent communication is key in this role, make sure your application showcases your ability to connect with clients. Use clear, concise language and a friendly tone to reflect your outstanding phone manner.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our dynamic team!
How to prepare for a job interview at Finance Advice Group Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage and insurance knowledge. Familiarise yourself with the latest products and regulations in the industry. This will not only boost your confidence but also show the interviewers that you're serious about the role.
✨Showcase Your People Skills
As a Mortgage and Insurance Adviser, you'll be dealing with clients regularly. During the interview, demonstrate your excellent communication skills and ability to build relationships. Share examples of how you've successfully helped clients in the past.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations. Think about how you would handle various client scenarios, such as dealing with a difficult client or recommending the best product for a unique situation. Practising these responses can really set you apart.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, support for advisers, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
