Mortgage & Protection Advisor

A Mortgage & Protection Advisor is required by a growing IFA firm based near Solihull as a result of continued expansion. This is an employed, whole of market role offering a basic salary of up to £35k and an OTE of c£40k.

You’ll be working within an established team, with a strong existing client bank and with close links to a proven introducer. You’ll also be expected to introduce new clients to the business using your own networks and marketing techniques. You will be delivering the highest standards of professional advice and maximising mortgage, protection (life, CIC and IP) and ancillary products. You will meet with customers on a face-to-face basis to build strong relationships, as well as providing an excellent service.

CeMAP qualified and with CAS status, you will have a proven track record in a similar role. You will know the mortgage and house buying process and costs, ideally have some experience of whole of market, will be able to explain the protection issues and options and will have completed the process. You must have experience of working with clients face-to-face as well as over the telephone. You must be motivated, charismatic with a positive attitude when dealing with clients. Excellent communication and interpersonal skills are essential for the role.


Salary:£30000 - £35000 Per Annum + bonus (c£40k OTE)


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