Mortgage And Protection Adviser

Swindon, ENG, GB, United Kingdom

Job Description

The opportunity





As an experienced self-employed mortgage and protection adviser, you'll use your in-depth knowledge of the market to find your clients products suitable for their needs



Identify and source potential new clients and convert leads into ongoing clients through the provision of proficient advice.


The twin focus of the role is to generate and develop new business by discovering potential clients through referral, networking and marketing channels and conduct servicing and review events with existing clients



The benefits
Very attractive commercial terms Admin support accessible Ongoing development and training (where required) The potential to move into financial planning is available
Your responsibilities will include:
Providing technically competent advice to clients Creating and maintaining professional relationships with lenders and providers Network to increase business opportunity Building lasting and meaningful client connections

What will you need to succeed?





Qualifications/Experience


CeMAP qualified with 2 years + mortgage advice experience (Must have) Mortgage marketing skills The ability to explain information clearly and simply Excellent communication and interpersonal skills Strong analytical and problem-solving skills Attention to detail and accuracy Ability to work independently



Why us?




Milecross Financial is a leading financial advice practice in the UK, founded in 2005 in Northern Ireland. The firm specializes in a wide range of financial services, including wealth management, retirement planning, mortgages, and protection. With a strong reputation and a nationwide team of advisers, Milecross has grown significantly, now operating across Northern Ireland, Scotland, and England as one of the largest holistic financial advice practices in the UK,

Proud to have a team of 150 dedicated professionals who are passionate about what they do.



While we've grown and expanded our expertise across all key areas of financial services, we've always prioritised the personal touch. Because at Milecross, you're not just a client; you're part of our community.



The firm is part of the Openwork Partnership, which enhances its support and operational capabilities.

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Job Detail

  • Job Id
    JD3921338
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Full Time
  • Job Location
    Swindon, ENG, GB, United Kingdom
  • Education
    Not mentioned