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Mortgage & Protection Adviser, Waterlooville, £employed + bonuses

£17000 - £22000 + benefits + bonuses

An exciting opportunity has arisen for this small Financial planning firm who offer tailored Financial Advice to a range of clients.

The business has developed a relationship with a chain of local estate agencies who have a need for a Financial Adviser/Mortgage Adviser to work from the branches supporting their clients mortgage and protection requirements. 

The role

  • This is a home-based role but will initially have a visible presence within the 5 local estate agencies. The chain of agencies has 12 negotiators all of whom are targeted on bringing in 1-2 referrals a month
  • Assist with developing the negotiators lead generation skills
  • You will have a dedicated admin support


  • Communicating with the sales negotiators to generate leads for mortgage and protection services
  • Meeting face-to-face with clients and undertaking a professional and compliant fact find
  • Giving advice in line with customer’s needs, and the company’s policies
  • Generate activity with clients into confirmed business to achieve performance targets
  • Prospect/contact potential clients
  • Gather required information from customers, ensuring understanding of needs to ensure most appropriate advice is provided
  • To deliver exceptional level of customer service always to maintain company’s reputation as broker of choice within the market place
  • Comply within regulatory and company compliance requirements
  • Attention to detail in completion of all required administration

About you:

  • Full CeMAP qualification - level 4 Diploma in Financial Planning would be preferable
  • Previous face to face experience in a Financial Services firm essential
  • Able to work to deadlines with a heavy workload
  • Great communication skills - both verbally and written
  • Tenacious work ethic - will overcome barriers and objections daily
  • Technical IT skills - working with internal systems within a financial environment
  • Target focused - strive to attain and exceed targets which will result in significant commission opportunities
  • Team focused - working as part of a Team in addition to personal targets
  • Good organisation and planning skills to ensure meets compliance
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: