Position
Leads Provided Mortgage & Protection Adviser
Location
Alcester, B49
Salary
£60k OTE
About Us
Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice.
As part of continued strategic growth, we have opportunities to join the network as a Registered Individual within an existing Rosemount Appointed Representative.
Role Overview
As an Employed Mortgage & Protection Adviser, you will have leads provided and benefit from the support and resources of an established and reputable company. You will be responsible for providing expert mortgage advice, building strong client relationships, and guiding clients through the mortgage application process.
Leads, paraplanning/administrative support, and a CRM will be provided.
Key Responsibilities
- Provide professional mortgage & protection advice to clients based on their individual needs and financial situations.
- Assess clients' financial circumstances and recommend suitable mortgage products.
- Liaise with lenders, estate agents, and other third parties to ensure smooth processing of mortgage applications.
- Maintain up-to-date knowledge of the mortgage market, regulations, and industry trends.
- Build and maintain a strong client base through networking, referrals, and effective marketing strategies.
- Ensure compliance with all relevant regulations and company policies.
- Deliver exceptional customer service and support throughout the mortgage process.
Qualifications and Skills
- CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification.
- 2 years' experience as a Mortgage Adviser desirable
- Strong communication and interpersonal skills.
- Ability to build and maintain long-term client relationships.
- Excellent organisational and time management skills.
- Proficient in using mortgage software and online tools.
What We Offer
- Base Salary plus competitive commission-based remuneration structure targeting £60k OTE.
- Comprehensive training and ongoing professional development.
- Paraplanning, compliance and business development support
- Access to a wide range of mortgage products from leading lenders.
- Marketing support and resources to help grow your client base.
- A supportive and collaborative team environment.
- Potential for hybrid working
- A constant flow of high-quality leads.
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LEADS PROVIDED Employed Mortgage Adviser in Alcester employer: Rosemount Financial Solutions (IFA) Ltd
Rosemount Financial Solutions (IFA) Ltd is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With over 20 years of industry experience, we provide our Financial Planners with comprehensive client relationship support and the flexibility of remote working, particularly for those based in the vibrant Leeds/Sheffield/York area. Our competitive salary package, coupled with excellent benefits, makes us an attractive choice for professionals seeking meaningful and rewarding employment.
Contact Details:
Rosemount Financial Solutions (IFA) Ltd Recruitment Team
