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For Companies At a Glance
- Tasks: Help clients with mortgages and financial advice while building your skills.
- Company: Join a thriving financial planning and mortgage advisory firm in Cheshire.
- Benefits: Enjoy a self-employed role with tiered commission and hybrid working options.
- Why this job: Gain valuable experience with a supportive team and a large client base.
- Qualifications: Must be CeMAP qualified and hold a Level 4 Diploma in Financial Planning.
- Other info: Immediate start available with admin support to help you succeed.
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 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 progressing to 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 progressing to Financial Advisor
✨Tip Number 1
Network with current Mortgage Advisors and Financial Advisors in the industry. Attend local financial planning events or webinars to connect with professionals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest technology used in financial advising, especially tools for video calls and client management. Being tech-savvy will make you more appealing to firms that value modern client interactions.
✨Tip Number 3
Consider reaching out to our existing Mortgage Advisors to learn about their experiences and the types of leads they receive. This can give you a better understanding of what to expect and how to position yourself effectively.
✨Tip Number 4
Stay updated on market trends in both mortgage and financial advising sectors. Demonstrating your knowledge during interviews can set you apart and show your commitment to the role and the industry.
We think you need these skills to ace Mortgage Advisor progressing to Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor and any relevant qualifications, such as your CeMAP certification. Emphasise your skills in financial planning and client management to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to progress into wealth advice. Mention specific experiences that demonstrate your ability to handle mortgage leads and client relationships effectively.
Highlight Relevant Qualifications: Clearly state your qualifications, including your CeMAP and Level 4 Diploma in Regulated Financial Planning. This will show that you meet the essential criteria for the role and are prepared for the responsibilities it entails.
Showcase Your Adaptability: Since the firm values technology and flexibility, mention any experience you have with virtual consultations or adapting to new technologies. This will demonstrate your readiness to engage with clients in their preferred manner.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Qualifications
Make sure to highlight your CeMAP qualification and any relevant experience as a Mortgage Advisor. Discuss how your qualifications align with the role and how they prepare you for the transition into wealth advice.
✨Demonstrate Your Client-Centric Approach
Since the firm values client relationships, be prepared to share examples of how you've successfully built rapport with clients in the past. Emphasise your commitment to understanding their needs and providing tailored financial solutions.
✨Familiarise Yourself with Technology
As the firm’s clients are comfortable with technology, it’s important to demonstrate your proficiency with digital tools. Be ready to discuss your experience with video calls and any financial planning software you’ve used.
✨Express Your Ambition to Grow
Convey your eagerness to progress from a Mortgage Advisor to a Financial Advisor. Discuss your long-term career goals and how you plan to leverage the leads provided to expand your skillset and client base.