6 days left
- Full Time
A highly reputable and successful Financial Planning practice in Maldon is looking to expand its existing advice offering with the appointment of an experienced Mortgage & Protection Adviser.
My client has firmly established itself within the local IFA community, having developed a substantial, profitable client bank of predominantly high net worth individuals, as well as numerous corporate clients. Whilst it offers a comprehensive range of advisory solutions to clients, due to an internal restructure, there is currently a limited mortgage advice function within the business.
Your main responsibility will be to identify business opportunities within the existing client bank, providing independent, whole of market mortgage and protection advice, and working in conjunction with IFA’s in order to target their clients. Whilst the vast majority of business will originate from this source, as with any advisory position, there will be a new business element to the role. It is vital to the longevity of the business to attract new clients and as such, you will be required to generate business opportunities through networking and the development of professional connections.
It is clearly essential that you possess the CeMAP qualification or equivalent, to allow you to deliver advice. My client would also prefer some previous experience in a similar position, though will consider exceptional candidates with a natural flair for relationship management and client engagement. The ability to work on your own initiative is absolutely paramount.
In return, my client is offering an attractive salary, as well as an excellent commission structure that will allow you to earn additional income through bonuses paid on all the business that you produce, rather than having to hit 'validation’ levels. You will also receive additional benefits including a generous pension.
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