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Self-Employed Mortgage & Protection Adviser - Lichfield

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Job ID:

1702501

Location:

Staffordshire 

Salary:

per annum
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Job Views:

2

Employment Type:

Full time

Posted:

07/09/2020

Closing Date:

05/10/2020
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Job Description:

My clients an established IFA in Lichfield are looking to expand their team with a Mortgage & Protection Adviser. They have a modern approach to advising, they offer a tailored service to their client individual needs. They do not use the one size fits all approach. Customer service and quality is at the forefront of their business.

They currently have a team of 14 advisers. As a business they have supported at helped new advisers exceed earnings of £100,000, hard-work and full administrative, paraplanning and compliance help as well as team support and training.

Responsibilities:

  • Advising on mortgage and protection products from the whole of market.
  • Giving advice in line with legislation and company policy.
  • Identifying and initiating leads from other sources.
  • Meeting and exceeding targets

Benefits:

  • Self-Employment - full flexibility
  • Retainer available
  • Leads distributed fairly
  • Work from home and digitally submit paperwork
  • All administration, paraplanning and compliance covered at no extra cost

Criteria:

  • Minimum qualification: CeMAP 1, 2 & 3 or equivalent
  • 12 months minimum experience in Mortgage & Protection Advising
  • Experience in building and maintaining client relationships

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage...... click apply for full job details

Company Info
GCB Agency Recruitment

Company Profile



Company Info

GCB Agency Recruitment

Phone:
Web Site:

Self-Employed Mortgage & Protection Adviser - Lichfield

col-narrow-left 

Job ID:

1702501

Location:

Staffordshire 

Salary:

per annum
col-narrow-right 

Job Views:

2

Employment Type:

Full time

Posted:

07/09/2020

Closing Date:

05/10/2020
col-wide 

Job Description:

My clients an established IFA in Lichfield are looking to expand their team with a Mortgage & Protection Adviser. They have a modern approach to advising, they offer a tailored service to their client individual needs. They do not use the one size fits all approach. Customer service and quality is at the forefront of their business.

They currently have a team of 14 advisers. As a business they have supported at helped new advisers exceed earnings of £100,000, hard-work and full administrative, paraplanning and compliance help as well as team support and training.

Responsibilities:

  • Advising on mortgage and protection products from the whole of market.
  • Giving advice in line with legislation and company policy.
  • Identifying and initiating leads from other sources.
  • Meeting and exceeding targets

Benefits:

  • Self-Employment - full flexibility
  • Retainer available
  • Leads distributed fairly
  • Work from home and digitally submit paperwork
  • All administration, paraplanning and compliance covered at no extra cost

Criteria:

  • Minimum qualification: CeMAP 1, 2 & 3 or equivalent
  • 12 months minimum experience in Mortgage & Protection Advising
  • Experience in building and maintaining client relationships

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage...... click apply for full job details