Mortgage & Protection Adviser β€” Join an Elite Wealth Team in Shaftesbury

Mortgage & Protection Adviser β€” Join an Elite Wealth Team in Shaftesbury

Shaftesbury Full-Time 29700 - 36300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert mortgage and protection advice to clients, both in-person and online.
  • Company: Leading wealth management firm with a focus on client financial wellbeing.
  • Benefits: Full-time role with professional development opportunities and a supportive team environment.
  • Other info: Perfect for ambitious individuals seeking career growth in finance.
  • Why this job: Join an elite team and make a real difference in clients' financial lives.
  • Qualifications: Experience with mortgage products and strong communication skills.

The predicted salary is between 29700 - 36300 Β£ per year.

A leading wealth management firm in the UK is seeking a Mortgage and Protection Adviser for their expanding team.

The role requires providing holistic financial advice to clients, both in-person and remotely.

Candidates should have experience with mortgage products and excellent communication skills.

This full-time, permanent position is ideal for ambitious individuals looking to develop professionally while contributing to client financial wellbeing. #J-18808-Ljbffr

Mortgage & Protection Adviser β€” Join an Elite Wealth Team in Shaftesbury 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.

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Contact Details:

Peter Harding Wealth Management Recruitment Team

We think you need these skills to ace Mortgage & Protection Adviser β€” Join an Elite Wealth Team in Shaftesbury

Holistic Financial Advice
Mortgage Products Knowledge
Excellent Communication Skills
Client Relationship Management
Remote Advising
Financial Wellbeing Focus
Professional Development