Financial Advisor - Property

Paterson Recruitment
11 May 2017
10 Jun 2017
Contract Type
Full Time

This is an exciting opportunity to join a successful organisations Abingdon Branch as a Financial Advisor. We are looking for an enthusiastic, qualified individual who will help our clients find the most suitable mortgage and protection products whilst offering the highest level of customer service. The ideal candidate will be sales driven with a strong need to succeed.

Key Objectives

  • Meeting performance targets
  • Ability to prospect and organise meetings
  • Fact find effectively to establish the clients current finances and future aspirations.
  • Provide high quality professional independent mortgage advice and explain different types of mortgages available
  • Explain required insurance products so that clients can make informed choices.
  • Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
  • Ensure all regulatory documentation completed within the required timescale
  • Attend monthly results meeting and present results in all targeted areas to your Sales Manager
  • Support additional income streams
  • Embrace company values and promote them effectively alongside the MAB brand.
  • Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary

Key Skills required

  • Good communication and listening skills.
  • Organised and target driven.
  • Willingness to learn new skills.
  • The ability to explain complex information clearly and simply.
  • Excellent customer service skills.
  • Honest and trustworthy attitude.
  • Respect for confidential information.


  • Full time employed position.
  • Full Cemap qualifications or equivalent.
  • Uncapped commission earnings.
  • Dedicated administration support.
  • Full training and support.