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- Tasks: Help clients with mortgages and financial advice while building your skills.
- Company: Join a growing 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.
Mortgage Advisor progressing to Financial Advisor
Join to apply for the Mortgage Advisor progressing to Financial Advisor role at Sahasraa Solutions.
Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team, 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 building 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 be fully CeMAP qualified (or equivalent) and have experience as a Mortgage Advisor.
- 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 expanding 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 take over the leads being produced.
- Admin support provided.
Location: Cheshire
Liability and Disclaimer: Whilst Premier Jobs UK makes all reasonable efforts to ensure the accuracy of our adverts, including salary, benefits, or on-target earnings, we give no warranties. No liability is accepted for any reliance on this information.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Investment Advice
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Mortgage Advisor progressing to Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions 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 Sahasraa Solutions.
✨Tip Number 2
Familiarise yourself with the latest trends in mortgage and financial advisory services. Being knowledgeable about current market conditions and technology used in client interactions will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss how you would manage and convert leads into clients. Think of specific strategies you could implement to leverage the existing client base and enhance client servicing agreements, as this will show your proactive approach.
✨Tip Number 4
Highlight your adaptability to hybrid working environments during discussions. Since the role involves both in-person and video call interactions, showcasing your comfort with technology and flexibility will be a plus.
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 role's 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 full Level 4 Diploma in Regulated Financial Planning. This will reassure the employer of your capability to meet the job's requirements.
Showcase Your Adaptability: Since the company values technology and flexibility, mention any experience you have with virtual consultations or adapting to new technologies in your previous roles. This will show that you can thrive in their hybrid working environment.
How to prepare for a job interview at Sahasraa Solutions
✨Showcase Your Qualifications
Make sure to highlight your CeMAP qualification and Level 4 Diploma in Regulated Financial Planning during the interview. Discuss how your qualifications have prepared you for the role and how they align with the company's needs.
✨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 financial needs and providing tailored advice.
✨Familiarise Yourself with Technology
As the company embraces technology for client interactions, show that you're comfortable with video calls and digital tools. Mention any relevant experience you have with virtual consultations or using financial planning software.
✨Prepare Questions About Growth Opportunities
Express your interest in progressing from a Mortgage Advisor to a Financial Advisor by asking insightful questions about career development within the company. This shows your ambition and eagerness to grow alongside the firm.
