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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