Mortgage Advisor

About the Role

Are you an experienced financial adviser in or around the Leamington Spa area that puts the client first and makes sure they are at the heart of everything you do!

This is a fantastic opportunity to join a well-established financial advisory business with a real quality focused ethos. You'll be working within a flourishing and supportive team of mortgage and financial advisers, with dedicated support provided from an award-winning network.

You will deal with incoming leads as well as generating new business and working with introducers to further grow your referrals, alongside the support of an experienced administration team.

There is an outstanding opportunity for a pro-active and motivated mortgage adviser to be part of a flourishing business and help take it into the future and lead to incredible success.

The firm can provide you with unrivalled support and training to help you reach your full potential. Professional offices to work from on a hybrid basis.

Responsibilities

• Providing technically competent advice to clients
• Creating and maintaining professional relationships with lenders and providers
• Network to increase business opportunity
• Building lasting and meaningful client connections

Qualifications

• CeMAP qualified with 2 years + mortgage advice experience or less if you have a strong "route to market"

Required Skills

• Mortgage marketing skills
• The ability to explain information clearly and simply
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Attention to detail and accuracy
• Ability to work independently

Pay range and compensation package

• Very attractive commercial terms
• Admin support available
• Ongoing development and training (where required)
• The potential to move into financial planning is available
• Opportunity for potential part ownership in the future

Equal Opportunity Statement

We are committed to diversity and inclusivity.

About the Company

With over 80 years combined experience we build long term relationships with our clients to help them achieve their financial goals. We do this by clearly identifying needs and dealing with those needs that are a priority for the client in a clear, concise, professional and friendly way. We recommend solutions within our client’s budget and then develop these over time using our expertise to ensure we match products to needs. We promise; in terms of advice and service that we will deliver advice in a clear concise manner and to treat customers fairly.

Our offices are based in Leamington Spa, Warwickshire and we encourage our clients to call in and meet all the members of our team. Outstanding customer care is a key part of our business and this is evidenced by having clients who are members of the same family whom we have built long standing relationships with. Our client base has been built up over many years via recommendations from satisfied customers.

We are also long term supporters of the Openwork charity foundation ‘Cares for Kids’ and are now also adviser representatives on the grant committee.