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Qualified Mortgage & Protection Advisor

  • Location:

    Lytham St. Annes, Lancashire

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £26000 - £35000 per annum + Incentive scheme

  • Contact:

    Colleen

  • Contact email:

    colleen.armstrong@brookstreet.co.uk

  • Job ref:

    PRE/209138_1627400454

  • Published:

    3 months ago

  • Expiry date:

    23/08/2021

  • Startdate:

    ASAP

Job Description

Our client has an exciting opportunity for a Qualified Mortgage & Protection Advisor to join their small and friendly team.

Join dedicated, talented Independent Financial Advisors who serve personal & corporate clients throughout the UK.

Do you strive to help your clients achieve their financial goals?

Can you translate financial jargon into real-world solutions?

Do you pride yourself on giving excellent financial advice to your clients?

If this sounds like you, please read on.....

You must have completed the Level 3 Certificate in Mortgage Advice and Practice (CeMAP) course to be considered for this amazing opportunity.

Frequent local travel may be required for visiting clients, especially for initial consultations therefore access to your own transport is essential.

You need to be experienced giving advice in the following areas:

Retirement planning
Investment Planning
Inheritance & General Tax Planning
Mortgages
Insurance

WORKING HOURS: 38 hours each week (Full flexibility is required to fit in around your client`s needs, so some evening work & weekend work may be required.)

SALARY: £26,000 - £35,000 (negotiable depending upon experience)

INCENTIVE SCHEME: To be discussed upon application

LOCATION: Lytham St. Annes, Lancashire (mixture of office-based & home-working so locality is required)

If you wish to be considered for this wonderful permanent opportunity, please apply/email your updated CV for review and further details.

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