Mortgage & Protection Adviser to Wealth Planner

Mortgage & Protection Adviser to Wealth Planner

Full-Time 49500 - 60500 Β£ / year (est.) Hybrid
T

At a Glance

  • Tasks: Advise clients on mortgages and protection while transitioning into wealth management.
  • Company: Tipping & Webb, a supportive firm focused on your career growth.
  • Benefits: Flexible working, strong admin support, and mentoring for professional qualifications.
  • Other info: Enjoy a dynamic work environment with opportunities for personal development.
  • Why this job: Build a rewarding career in financial planning with expert guidance.
  • Qualifications: Experience in mortgage and protection advising is essential.

The predicted salary is between 49500 - 60500 Β£ per year.

Tipping & Webb is seeking an experienced Self-employed Mortgage & Protection Adviser who wants to transition into Wealth Management.

You'll continue advising on mortgages and protection while receiving mentoring and development to build a long-term career in financial planning.

You'll work with an established adviser, benefit from new business enquiries, strong admin support, and flexible working arrangements as you progress toward professional qualifications.

#J-18808-Ljbffr

Mortgage & Protection Adviser to Wealth Planner employer: Tipping & Webb

Tipping & Webb is an exceptional employer that prioritises the growth and development of its employees, offering a unique opportunity for experienced Mortgage & Protection Advisers to transition into Wealth Management. With strong administrative support, flexible working arrangements, and a commitment to mentoring, you will be well-equipped to build a rewarding long-term career in financial planning while enjoying a collaborative and supportive work culture.

T

Contact Details:

Tipping & Webb Recruitment Team

We think you need these skills to ace Mortgage & Protection Adviser to Wealth Planner

Mortgage Advisory
Protection Advisory
Wealth Management
Financial Planning
Client Relationship Management
Business Development
Mentoring