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Our client, a well established, boutique Financial Planning firm, is looking for a Mortgage and Protection Adviser to take over Mortgage and Protection work from the business owner, leaving him to focus on Financial Planning.
An excellent flow of quality clients will be provided, generally Professionals without credit problems. Average loan size has historically been circa £400K and there are 133 re-mortgages due for renewal this year alone.
Dedicated administration support is provided, including application submission for both Mortgage and Protection business.
The office is based in West London and although flexible, hybrid working is on offer, you would need to be able to get to the office at least a couple of times per week and possibly more during induction.
For the right candidate, there is an opportunity to study for Financial Planning Diploma and to develop into a full Financial Planner, dealing with pensions, investments etc, over time.
Basic salary is flexible (a self employed package would also be considered), but is likely to be between £30K and £40K depending on track record and experience. Total earnings, once established and assuming expectations are met, are likely to be at least £55K and much more than this as the Mortgage business grows.
To be considered you must have the CeMAP qualification, and at least 2 years' experience as an independent Mortgage and Protection Broker. Financial Planning Diploma level 4 would be a bonus.
