Mortgage Advisor into Financial Advisor
Mortgage Advisor into Financial Advisor

Mortgage Advisor into Financial Advisor

Chester Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide mortgage advice and transition into wealth management.
  • Company: Local financial planning and mortgage advisory firm in Cheshire.
  • Benefits: Receive numerous leads and opportunities for career progression.
  • Why this job: Grow your career while helping clients achieve their financial goals.
  • Qualifications: Experience in mortgage advising or financial advising is preferred.
  • Other info: Join a supportive team focused on professional development.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

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…

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Mortgage Advisor into Financial Advisor employer: Premier Jobs UK Limited

Join a dynamic financial planning and mortgage advisory firm in Cheshire, where you will benefit from a supportive work culture that prioritises employee growth and development. With ample leads for both mortgages and wealth management, you will have the opportunity to expand your expertise while enjoying a collaborative environment that values your contributions and encourages professional advancement.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor into Financial Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with other Mortgage Advisors and Financial Advisors in your area. Attend local events or join online forums to build relationships and learn about potential job openings.

✨Tip Number 2

Showcase your skills! When you get the chance to chat with potential employers, highlight your experience in mortgages and your eagerness to transition into wealth advice. Make sure they know you’re ready to take on new challenges!

✨Tip Number 3

Don’t underestimate the power of social media! Use platforms like LinkedIn to connect with industry professionals and share your journey. It’s a great way to get noticed and might just lead to your next opportunity.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team.

We think you need these skills to ace Mortgage Advisor into Financial Advisor

Mortgage Advisory
Financial Planning
Wealth Advice
Pension Knowledge
Investment Knowledge
Client Relationship Management
Sales Skills
Regulatory Compliance
Communication Skills
Analytical Skills
Problem-Solving Skills
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant mortgage advisory experience and your interest in wealth advice to show us you're the perfect fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to transition from a Mortgage Advisor to a Financial Advisor. Share your passion for financial planning and how you can contribute to our team.

Showcase Your Achievements: Don’t just list your duties; tell us about your achievements! Whether it’s closing deals or helping clients achieve their financial goals, we want to see how you've made an impact in your previous roles.

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 don’t miss out on any important updates from our team!

How to prepare for a job interview at Premier Jobs UK Limited

✨Know Your Numbers

Brush up on your mortgage and financial planning knowledge. Be ready to discuss specific products, interest rates, and market trends. This shows you’re not just a candidate but someone who’s genuinely interested in the field.

✨Showcase Your Progression

Since they’re looking for someone to transition from a Mortgage Advisor to a Financial Advisor, be prepared to explain how your skills can transfer. Share examples of how you've successfully handled client relationships and any relevant training or certifications.

✨Prepare Questions

Have insightful questions ready about the firm’s approach to financial planning and how they support their advisors. This demonstrates your enthusiasm and helps you gauge if the company is the right fit for you.

✨Practice Active Listening

During the interview, make sure to listen carefully to the interviewer’s questions and comments. Respond thoughtfully, showing that you value their insights. This will help build rapport and show you’re a team player.

Mortgage Advisor into Financial Advisor
Premier Jobs UK Limited
Location: Chester
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