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For Companies At a Glance
- Tasks: Provide mortgage and financial advice while building your skillset.
- Company: Established financial advisory firm in Cheshire with a client-focused approach.
- Benefits: Self-employed role with tiered commission, hybrid work, and admin support.
- Why this job: Join a growing team and take over leads to boost your career.
- Qualifications: Must be CeMAP qualified with experience as a Mortgage Advisor.
- Other info: Great opportunity for career progression in a supportive environment.
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 advice and build your skillset as a Financial Advisor.
Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient.
In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you.
Mortgage Advisor and/or Financial Advisor Requirements
- You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor
- Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent)
- You should be committed to being self-employed
The Company
This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team due to their Advisors being at maximum capacity.
Mortgage Advisor and/or Financial Advisor Benefits
- Self-employed role with tiered commission splits
- Hybrid role with 2 or 3 days in their Cheshire office
- Urgent need as the business is ready for you to takeover the leads being produced
- Admin support provided
Location
Cheshire
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Mortgage Advisor into Financial Advisor 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
✨Network Like a Pro
Get out there and connect with other professionals in the financial sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your CeMAP qualifications and any relevant experience. Be ready to discuss how your background as a Mortgage Advisor can transition smoothly into wealth advice.
✨Leverage Technology
Since clients are open to video calls, use this to your advantage! Practice your virtual meeting skills and be prepared to conduct engaging consultations online. This will show you're adaptable and tech-savvy, which is a big plus.
✨Apply Through Our Website
Don't forget to apply through our website for the best chance at landing the job! We’re here to help you every step of the way, so take advantage of our resources and get your application in.
We think you need these skills to ace Mortgage Advisor into Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Advisor role. Highlight your CeMAP qualifications and any relevant financial planning experience to show us you're the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to transition into wealth advice and how your background as a Mortgage Advisor makes you a great candidate. Keep it personal and engaging!
Showcase Your Tech Savviness: Since our clients are comfortable with technology, mention any experience you have with video calls or digital tools in your application. This will show us you're ready for the modern advisory world!
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 Stuff
Make sure you’re fully up to speed with mortgage and financial advisory concepts. Brush up on your CeMAP qualifications and Level 4 Diploma in Regulated Financial Planning. Being able to confidently discuss these topics will show that you're serious about the role.
✨Showcase Your Client-Centric Approach
This firm values client relationships, so be prepared to share examples of how you've built rapport with clients in the past. Highlight any experience you have with technology in client interactions, especially if you've done video calls or remote consultations.
✨Be Ready to Discuss Leads
Since you'll be receiving a good number of leads, think about how you would approach converting those leads into clients. Have a strategy in mind for how you’d manage both mortgage and wealth advice leads effectively.
✨Emphasise Your Self-Employment Mindset
As this is a self-employed role, demonstrate your entrepreneurial spirit. Talk about your ability to manage your time, work independently, and take initiative. This will reassure them that you can thrive in a flexible working environment.