Mortgage Advisor

Role Overview & Responsibilities

As a leading financial services business, Acton Financial Services is offering an excellent opportunity for a Mortgage Adviser to work on a Self-Employed basis. As a business, we operate with a strong network reducing administrative tasks.

Remote work or office-based role is open to Mortgage Advisers who are looking to develop and grow.

Job description

If you are an experienced Mortgage and Protection Adviser seeking a more lucrative deal, or a newly qualified Mortgage and Protection Adviser this could be the role for you!

This is a fantastic opportunity that will suit any Mortgage Adviser, whether you come from an independent or banking background.

The Benefits:

• First year OTE - £45,000

• Splits up to 80% in favour of the adviser.

• Market focused training provided

• Business and personal development

• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income

• National coverage.

• Many great opportunities for Advisers to really maximise their earning potential

• Lead source able to be provided

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals

• Prepare sound financial plans to ensure clients meet their targets

• Advise clients on current financial issues and make recommendations

• Generate new business and build introducer relationships

• Customise financial plans according to clients’ changing needs

• Build strong relationships to retain existing clients

• Maintain and update knowledge of regulations, practices, and financial products

Qualifications:

• CeMap or equivalent in Financial Advice

• Strong understanding of investment and pension business

• Excellent interpersonal skills goals.

• Ambition and Hunger

• Development support to Level 4 and Chartered status

Job Types: Full-time, Part-time, Permanent, Freelance

Salary: From £35,000.00 per year

Benefits:

• Flexitime
• Work from home

Schedule:

• Flexitime
• Monday to Friday

Licence/Certification:

• CeMap or equivalent (preferred)

Work Location: Remote

Reference ID: ActonFS