Personal Mortgage Planner

Aston Murray Ltd
From £20,000 to £20,000 per annum OTE of £55000 to £75000
14 Feb 2017
14 Mar 2017
Contract Type
Full Time

Our client are Mortgage Brokers and experts in accumulated wealth and ensuring the financial security of clients and their families and they are currently recruiting for a Field Based Personal Mortgage Planner in Birmingham and the surrounding area. This is a purely field based role with an expectation to keep in contact with the office and update company CRM systems with a record of activity.

Responsibilities include: Carrying out 15 appointments per month in client homes (4 first client appointments per week – 3 provided and 1 self-generated), daily contact with the client to review activity and production, thorough fact finding to identify all areas of business opportunities in GI, Mortgage & Protection and Financial Planning and a focus on client generation via referrals.

You can expect: Administrative support in processing business and chasing providers/clients/GP’s, telemarketing support, paraplanning support, Compliance and T&C oversight, Commissions chasing and payment monthly to RI account, stationery provided including client packs.

Our client is looking for a CEMAP qualified with 1 years’ experience preferably in a field based role.

Excellent communication skills are essential.

This role will suit a hungry adviser with limited or no existing client base and someone who is happy to be actively managed.

The entry salary for this role is £20K basic with OTE of £55K – 75K.