Mortgage and Protection Adviser

Peter Harding Wealth Management; Shaftesbury, Sherborne; On-site; GBP 60,000 - 80,000; Full time

Job summary

A wealth management organization in the United Kingdom is seeking a Mortgage and Protection Adviser to join their Adviser team. The ideal candidate will provide holistic financial advice to clients, and possess experience in mortgage products. Located in Dorset/Wiltshire, this full-time role requires excellent communication skills and a commitment to client satisfaction. The organization emphasizes personal and professional development.

Qualifications

• Experience in a Mortgage and Protection advisory role.
• Willingness to stay updated with regulatory changes.
• Interest in ongoing personal and professional development.

Responsibilities

• Provide holistic financial advice to clients.
• Work both face-to-face and remotely.
• Attend evening client meetings as required.

Skills

Advising on mortgage products

Excellent communication skills

Building rapport with clients

Self-motivation

Flexibility

Education

CeMAP qualification or equivalent

Job description

We are recruiting for a Mortgage and Protection Adviser.

Peter Harding Wealth Management isa Principal Partner Practice of St.James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth.

This is an opportunity for an ambitious Mortgage and Protection Adviser to join a thriving and expanding Adviser team on an employed basis.

About The Role

Department: Adviser team

Location: Shaftesbury, Sherborne, Canford Cliffs or Corsham office

Contract type: Permanent, full-time

Our team of advisers supply full, holistic, financial advice to existing and new clients on a face-to-face and remote basis. Evening client meetings may be required.

About You

• Located within Dorset/Wiltshire or prepared to travel to those areas
• Experience advising on mortgage products (CeMAP qualified or equivalent preferred)
• Previous experience in Mortgage and Protection advisory role
• A desire to remain current by staying up to date with mortgage, protection, legal, taxation and regulatory changes
• A keen interest in ongoing personal and professional development

You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.

Our vision

“We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”

Our mission

To create an environment where clients can be confident to plan, grow & protect their future.