Job Title: Mortgage and Protection Adviser
Industry: Financial
Location: Cardiff / Swansea
Salary: £35,000 OR self employed
Job Reference: 10574
Job Description:
Recruit UK are working on an exciting opportunity for a Mortgage and Protection Adviser to join a Financial Planning firm.
Our client is a boutique and successful financial planning firm who have a strong mortgage and protection arm that they are looking to grow. You will work alongside 1 or 2 other MA’s to support a ever growing client book and lead base. They also have a wide offering so if you are looking to expand your career into financial planning, this would be a great place to do it!
You will be looking after clients across residential mortgages and protections advice. There may also be opportunity for you to expand your specialities into 2nd charge and commercial. You will manage the full process, with additional administration support available.
Benefits:
- Employed or Self employed contracts available
- Hybrid working, or predominately remote working if preferred
- Clients/leads
- 25 days holiday
- Christmas closure
- Private medical insurance
- 5% employer pension contribution
- Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)
Skills and experience required:
- Experience working in a mortgage and protection advice role
- Extensive experience managing and building strong relationships
- Good knowledge of UK market and products available
- CeMAP
