This is an excellent chance for a Financial Advisor to join a busy mortgage brokerage with regular pension and investment leads provided, plus further untapped opportunity
This professional mortgage brokerage has been providing expert mortgage advice for over a decade! They have developed a large team of Mortgage Brokers who provide excellent service to clients which regularly refer family and friends. Each member is valued and plays a key part in their continued success. They are now keen to recruit a Financial Adviser to join their team.
Clients and business opportunities
As the Financial Adviser within this firm, you will receive all their pension and investment leads for servicing; plus be given marketing support to directly access a substantial database of existing clients. In addition, self-generated business would also form an aspect of your role. You should be able to work closely with your Mortgage Brokers to drive referrals.
You will be supported with appointment making, marketing and administration. Plus, have scope for further support with portfolio analysis, report writing and client service packs over time.
Requirements to be considered
You should have minimum of 2 years’ financial planning experience and be minimum Level 4 Diploma qualified. With a strong team culture, you should be a team player and have your own initiative to work independently.
- Salary of £50,000 plus bonuses with OTE of £65,000
- Self-employed option also available
- Option to work from their offices based in the City of Southampton or from home
- Dynamic business that is regularly achieving success
- Fantastic training support from an experienced team
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.