At a Glance
- Tasks: Provide expert mortgage and protection advice to clients, both face-to-face and remotely.
- Company: Join Peter Harding Wealth Management, a leading partner of St. James's Place.
- Benefits: Enjoy a permanent, full-time role with opportunities for personal and professional growth.
- Other info: Flexible working hours and a commitment to client success are essential.
- Why this job: Make a real difference in clients' financial journeys while working in a supportive team.
- Qualifications: CeMAP qualified or equivalent, with experience in mortgage and protection advisory roles.
The predicted salary is between 49500 - 60500 £ per year.
We are recruiting for a Mortgage and Protection Adviser. Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth. This is an opportunity for an ambitious Mortgage and Protection Adviser to join a thriving and expanding Adviser team on an employed basis.
About The Role
- Department: Adviser team
- Location: Shaftesbury, Sherborne, Canford Cliffs or Corsham office
- Contract type: Permanent, full-time
Our team of advisers supply full, holistic, financial advice to existing and new clients on a face-to-face and remote basis. Evening client meetings may be required.
About You
- Located within Dorset/Wiltshire or prepared to travel to those areas
- Experience advising on mortgage products (CeMAP qualified or equivalent preferred)
- Previous experience in Mortgage and Protection advisory role
- A desire to remain current by staying up to date with mortgage, protection, legal, taxation and regulatory changes
- A keen interest in ongoing personal and professional development
You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.
Our vision “We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”
Our mission To create an environment where clients can be confident to plan, grow & protect their future.
Mortgage and Protection Adviser in Poole employer: Peter Harding Wealth Management
Join a dynamic financial services firm in Corsham that prioritises employee development and fosters a collaborative work culture. With competitive salaries, performance bonuses, and a commitment to compliance and client satisfaction, we empower our Wealth Advisors to build trusted futures for their clients while enjoying a supportive environment that encourages professional growth and innovation.
Contact Details:
Peter Harding Wealth Management Recruitment Team
