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- Tasks: Provide mortgage advice and transition into wealth management.
- Company: Local financial planning and mortgage advisory firm in Cheshire.
- Benefits: Receive a steady stream of leads and opportunities for career progression.
- Why this job: Grow your career in finance while helping clients achieve their financial goals.
- Qualifications: Experience as a Mortgage Advisor or Financial Advisor is preferred.
- Other info: Join a supportive team focused on professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages.
You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of financial advice.
Mortgage Advisor into Financial Advisor in Amesbury employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor into Financial Advisor in Amesbury
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the financial sector. Attend local events or join online forums to meet potential employers and learn about opportunities that might not be advertised.
✨Tip Number 2
Showcase your skills! When you get the chance to chat with someone from the firm, highlight your experience as a Mortgage Advisor and express your eagerness to transition into wealth advice. We want to see your passion for growth!
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of both mortgages and financial planning. We recommend practising common interview questions and having examples ready that demonstrate your expertise and adaptability.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Mortgage Advisor into Financial Advisor in Amesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor and any relevant skills that would make you a great Financial Advisor. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're excited about the opportunity to transition into wealth advice and how your mortgage experience can benefit our team. Keep it personal and engaging!
Showcase Your Skills: Don’t forget to mention any specific skills or qualifications that relate to financial planning, pensions, or investments. We love seeing candidates who are proactive about their professional development!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
Brush up on your knowledge of mortgage products, investment options, and financial planning strategies. Being able to discuss specific figures and trends will show that you're not just familiar with the basics but also understand the nuances of the industry.
✨Showcase Your Progression Mindset
Since the role involves moving from a Mortgage Advisor to a Financial Advisor, be prepared to discuss your career aspirations. Share examples of how you've taken initiative in your previous roles and express your eagerness to learn about wealth advice.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations. Think about past experiences where you've successfully advised clients or resolved issues, and be ready to articulate your thought process and decision-making skills.
✨Research the Firm
Familiarise yourself with the firm’s values, services, and any recent news. This will not only help you tailor your answers but also demonstrate your genuine interest in joining their team and contributing to their success.
