As an experienced self-employed mortgage and protection adviser, you'll use your in-depth knowledge of the market to find your clients products suitable for their needs
Identify and source potential new clients and convert leads into ongoing clients through the provision of proficient advice.
The twin focus of the role is to generate and develop new business by discovering potential clients through referral, networking and marketing channels and conduct servicing and review events with existing clients
The benefits
- Very attractive commercial terms
- Admin support accessible
- Ongoing development and training (where required) The potential to move into financial planning is available
Your responsibilities will include:
- 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