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Mortgage and Protection Advisor - City of London

  • Location

    City of London

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £25,000 Basic, £40,000 - £60,000 OTE

  • Email:

    olivercliffe@gcbrecruitment.co.uk

  • Job ref:

    GCBOC049

  • Consultant:

    Oliver Cliffe

  • Published:

    10 days ago

  • Expiry date:

    2018-12-29

Our clients, a Chartered Financial Advice firm, are looking for an ambitious Mortgage and Protection Advisor to join their professional team in the City of London. 

The client is well regarded and is one of the few IFA's to receive Chartered status. They have a good level of leads coming through their Financial Advisors as well as existing client banks from a departing member of staff. 

Responsibilities:

  • Undertaking fact finds with existing and new clients to assess their needs.
  • Calling and networking to generate new client leads.
  • Giving whole of market mortgage and protection advice.
  • Giving advice in line with company policy and legislation.

Requirements:

  • Full CeMAP and CAS.
  • Whole of Market experience preferred.
  • Ability to provide holistic service to HNW clients.

Hours: Monday to Friday 8:45am - 5:30pm

Salary/Package: £25,000 basic salary (£40,000 - £60,000 OTE)