Mortgage & Protection Adviser - Clayton Le Moors
Fairstone Group
Job Role
An fully qualified and experienced Mortgage and Protection Adviser able to advise on all types of products including later life and equity release.
Responsibilities
The successful candidate will be responsible servicing their own clients and sourcing new areas of business. You will also be able to lead a small team of advisers and mentor other, less experienced team members.
- Prospect and contact potential clients
- Complete full analysis of the client’s needs
- Undertake product and market research
- Suitable products considered and research conducted
- Suitable recommendations are made
The ideal person
Experienced in all types of mortgage and protection products, you will have an existing client bank or professional introducer connections. Able to work towards targets and generate new leads from other Fairstone offices will be essential. The ideal candidate would live close to the M65 corridor or within easy commuting distance of Clayton-le-Moors.
Skills & Qualifications
- R05, CF1 and CF6 or CEMAP (equivalent)
- Proficiency in delivering presentations
- Knowledge of financial markets
- Ability to identify the specific needs and requirements of a client
- Able to develop strategic relationships within the industry
- Be proactive and demonstrate initiative
Benefits
Company pension scheme
Death in service
25 days annual leave
Flexible Benefits
Birthday as an additional day off
Opportunity to purchase additional holidays.
Enhanced family friendly policies
Cycle to work scheme
Equal Opportunities
Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.