Personal Mortgage Planner
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.