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My client is an award-winning Financial Services firm with an outstanding culture and high standard of professionalism. They are looking for a Senior Advisor to join the mortgage arm of their business. This is a self-employed opportunity with a full client bank.
Initially the role will be split between advising clients on mortgage propositions whilst also developing a team of less experienced advisors alongside growing the team. As the team grows, the role will transition into more of a team manager.
Typical day to day responsibilities will include:
- Advising clients on mortgage and protection products meeting sales targets and with an exceptionally high quality of customer service
- Supporting and mentoring of new advisors
- Deliver training programs around products, customer service and sales methods
- Lead a team including running team meetings and ensuring advisors are up to date on training
Requirements:
The ideal candidate will have a mix of Advisory experience, leadership potential and an unwavering desire for exceptional customer service and satisfaction with:
- CeMap qualification
- Minimum of 3 year’s experience as a Mortgage Advisor with some supervision experience
- Demonstrable customer satisfaction and sales experience
- Experience of / or desire to train junior Advisors
- As this is a leadership role, candidates must be happy to work out of the office, which is a fantastic space!
The role can be remote with occassional travel to the office in Cardiff.
If you are wanting to develop your advisory experience into a team management role, then this is the ideal opportunity from you. Please get in touch.
