At a Glance
- Tasks: Provide mortgage and protection advice while building your own client bank.
- Company: Join Nexus Financial Services, a top firm in financial planning.
- Benefits: Enjoy a competitive salary, hybrid working, and ongoing training.
- Other info: Be part of a friendly team with genuine career progression opportunities.
- Why this job: Make a real impact in clients' lives with strong support and resources.
- Qualifications: Experience as a Mortgage & Protection Adviser and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Nexus Financial Services | Appointed Representative of Quilter Financial Planning
Are you an ambitious Mortgage & Protection Adviser looking to join a growing, highly successful business where your efforts are rewarded and your career can genuinely progress?
Nexus Financial Services, one of Quilter Financial Planning's leading firms, is seeking an experienced and motivated
Employed Mortgage & Protection Adviser to join our team.
This is an excellent opportunity for an adviser who wants the security of employed status, access to quality leads, and the flexibility of hybrid working, while also being encouraged to develop and build their own client bank.
The Role
- Provide mortgage and protection advice to new and existing clients.
- Work from a steady flow of quality leads provided by the business.
- Build and develop your own client bank and professional introducer relationships.
- Deliver exceptional customer outcomes and maintain high professional standards.
- Manage cases from initial enquiry through to completion.
- Identify protection opportunities to ensure clients and their families are fully protected.
What We Offer
- Quality leads provided
- Competitive basic salary
- Hybrid working arrangement
- Friendly, supportive, and professional office environment
- Access to market-leading systems and technology
- Ongoing training and development
- The backing of Quilter Financial Planning, one of the UK's leading financial planning businesses
- Genuine career progression opportunities
What We're Looking For
- Previous experience as a Mortgage & Protection Adviser
- Strong communication and relationship-building skills
- Self-motivated with a proactive approach to business development
- A desire to grow and develop both personally and professionally
Why Nexus Financial Services?
As one of Quilter Financial Planning's top-performing firms, Nexus Financial Services has built an excellent reputation for client service, adviser support, and business growth.
You'll benefit from the security of employed status, a strong pipeline of opportunities, and the freedom to build your own client relationships within a supportive and ambitious team environment.
If you're looking to join a firm where your success is recognised and rewarded, we'd love to hear from you.
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Mortgage & Protection Adviser employer: Nexus Financial Services Ltd
Nexus Financial Services is an exceptional employer for Mortgage & Protection Advisers, offering a supportive and professional environment where your career can flourish. With access to quality leads, hybrid working options, and ongoing training, you will have the tools and opportunities to build your own client bank while being part of a top-performing team backed by Quilter Financial Planning. Join us to experience a rewarding career where your efforts are recognised and valued.
Contact Details:
Nexus Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Nexus Financial Services Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Nexus Financial Services Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Nexus Financial Services Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Nexus Financial Services Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Nexus Financial Services Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Nexus Financial Services Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Nexus Financial Services Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
