We are looking for an experienced holistic Financial Adviser to join this predominantly mortgage focused business to support with the large quantity of mortgage leads and build on the existing wealth pipeline. You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over a small bank of clients with funds under management and work to grow your wealth business within the firm.
With access to admin support, support with leads and the opportunity to work closely with four Mortgage Advisers, as well as the ability to work flexibly, you can take your career to the next level with Maple Leaf Financial Services.
This is a self employed, hybrid role, with some time required in the high street office in Chester.
The benefits:
- Pre-qualified leads: Access to pre-qualified mortgage leads, combining both existing and new business opportunities.
- Part of a well-respected firm: With a longstanding reputation in the industry.
- Competitive commission: Earn a generous 70% commission split on self-generated business and 50% split on leads provided.
- Self-employed opportunity: Benefit from the freedom and flexibility of a self-employed role.
- High street office: with hybrid working available.
- No monthly costs: Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.
- Administrative support: Once you achieve good business levels, administrative support will be available.
Your responsibilities will include:
- Engaging with clients to understand their circumstances and requirements.
- Provide expert financial advice and outstanding customer service to a wide range of clients.
- Build and maintain strong relationships with clients to continue to grow referrals and increase business.
- Working closely with the firms Mortgage Advisers to ensure clients are provided with a holistic financial planning service.
- Ensure clients are provided a fantastic ongoing service.