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Self Employed Mortgage and Protection Advisor
| Posting date: | 23 November 2024 |
|---|---|
| Salary: | £50,000 to £75,000 per year |
| Hours: | Full time |
| Closing date: | 23 December 2024 |
| Location: | LS2 7EZ |
| Remote working: | Hybrid - work remotely up to 5 days per week |
| Company: | Chambers Financial Solutions Ltd |
| Job type: | Permanent |
| Job reference: |
Summary
Job Title: Self Employed Mortgage and Protection Advisor
Location: Leeds, West Yorkshire & Remote
Firm: Chambers Financial Solutions Ltd
Salary: OTE in excess of £65,000 + pa
Qualifications: CeMAP or equivalent
Desired: CAS Necessary but not essential
Experience: 1-2 Year Experienced Necessary
Who we are?
Chambers Financial Solutions Ltd have redefined the mortgage market bringing technology, ingenuity, and a strategic approach to how we service our clients through their mortgage journey.
Working with one of the UK’s leading network we have direct access to multiple lenders, utilising a range of innovative technology and sourcing systems enabling us to practice across multiple permission areas giving our advisors the ability to grow at a unrestricted rate.
We are based in Leeds City Centre, with over a decade experience in the financial industry, now looking for individuals to join our team as a self-employed Mortgage & Protection Advisers.
Our advisors has access to 100s of lenders with the ability to service our clients in multiple areas ranging from but not limited to:
Residential & Buy To Let Mortgages
Mortgages
Buy to let mortgages
Equity Release
Specialist Mortgages
Protection
Life insurance & Family protection
Critical illness & Child protection
Business Protection
Shareholder protection & Relevant life
Family income benefit
Income Protect
Private medical insurance
Specialist Lending
Commercial finance
Bridging finance
Development finance
Asset finance
Self Build finance
We offer all our advisors the ability to advise on all the above permission areas with the necessary training provided to maintain competence including upskilling without the need of a packager or master broker.
With the ability to advise on multiple permission areas, this has removed the need to outsource or refer your clients creating a better client engagement and financial journey for the client.
The Role:
·Identify the customers’ financial needs and advise them on the best products that suit their requirements, ensuring the best outcome for the client by completing a detailed fact find to gather the necessary information for the basis of your advice.
·Ensure clients understand the products and services offered and guide them through their financial journey.
·Complete customer interviews by appointments, both face to face, on-demand and make recommendations that meet the client’s needs and requirements.
· Look for opportunities to attract new customers and professionals.
·Utilising our vast network of training and development opportunities to maintain CPD and maintain FCA requirements.
·Deliver a professional and credible service and ensure your knowledge is always up to date by maintaining regular CPD and competence
Who we are looking for?
·Proven experience as a Mortgage & Protection Adviser, with a strong track record of achieving sales targets desirable
·knowledge of mortgage products, lending criteria, and the mortgage application process desirable
·Familiarity with protection products, including life insurance critical illness cover & income protection Desirable
·Strong analytical and problem-solving abilities, enabling accurate assessments of client needs and mortgage affordability
·CeMAP or equivalent essential
· CAS desirable but not Essential
·The ability to pass fit and proper Essential
Benefits
· Remote working with the ability to come into our office
· Additional leads can be provided
· Ability to advice on all loan sizes
· Flexibility in working pattern including remote working
· Ability to advice on all permission areas not to restrict your growth
· Admin support provided
· Brand new equipment, computers, business phone provided (At an agreed cost)
· Training and development including IFA training no additional cost via our network
· NON-CAS advisors Considered
· Coaching and training for non CAS advisors
· Annual broker fees and compliance fees negotiable
Additional benefits discussed with the successful candidates
If you are ready to take control of your career and maximise your earning potential as a Self-employed Mortgage & Protection Adviser with uncapped earnings, we want to hear from you!
Please submit your CV and a cover letter highlighting your relevant experience and why you would be a great fit for this role to Recruitment@cfswm.co.uk
Location: Leeds, West Yorkshire & Remote
Firm: Chambers Financial Solutions Ltd
Salary: OTE in excess of £65,000 + pa
Qualifications: CeMAP or equivalent
Desired: CAS Necessary but not essential
Experience: 1-2 Year Experienced Necessary
Who we are?
Chambers Financial Solutions Ltd have redefined the mortgage market bringing technology, ingenuity, and a strategic approach to how we service our clients through their mortgage journey.
Working with one of the UK’s leading network we have direct access to multiple lenders, utilising a range of innovative technology and sourcing systems enabling us to practice across multiple permission areas giving our advisors the ability to grow at a unrestricted rate.
We are based in Leeds City Centre, with over a decade experience in the financial industry, now looking for individuals to join our team as a self-employed Mortgage & Protection Advisers.
Our advisors has access to 100s of lenders with the ability to service our clients in multiple areas ranging from but not limited to:
Residential & Buy To Let Mortgages
Mortgages
Buy to let mortgages
Equity Release
Specialist Mortgages
Protection
Life insurance & Family protection
Critical illness & Child protection
Business Protection
Shareholder protection & Relevant life
Family income benefit
Income Protect
Private medical insurance
Specialist Lending
Commercial finance
Bridging finance
Development finance
Asset finance
Self Build finance
We offer all our advisors the ability to advise on all the above permission areas with the necessary training provided to maintain competence including upskilling without the need of a packager or master broker.
With the ability to advise on multiple permission areas, this has removed the need to outsource or refer your clients creating a better client engagement and financial journey for the client.
The Role:
·Identify the customers’ financial needs and advise them on the best products that suit their requirements, ensuring the best outcome for the client by completing a detailed fact find to gather the necessary information for the basis of your advice.
·Ensure clients understand the products and services offered and guide them through their financial journey.
·Complete customer interviews by appointments, both face to face, on-demand and make recommendations that meet the client’s needs and requirements.
· Look for opportunities to attract new customers and professionals.
·Utilising our vast network of training and development opportunities to maintain CPD and maintain FCA requirements.
·Deliver a professional and credible service and ensure your knowledge is always up to date by maintaining regular CPD and competence
Who we are looking for?
·Proven experience as a Mortgage & Protection Adviser, with a strong track record of achieving sales targets desirable
·knowledge of mortgage products, lending criteria, and the mortgage application process desirable
·Familiarity with protection products, including life insurance critical illness cover & income protection Desirable
·Strong analytical and problem-solving abilities, enabling accurate assessments of client needs and mortgage affordability
·CeMAP or equivalent essential
· CAS desirable but not Essential
·The ability to pass fit and proper Essential
Benefits
· Remote working with the ability to come into our office
· Additional leads can be provided
· Ability to advice on all loan sizes
· Flexibility in working pattern including remote working
· Ability to advice on all permission areas not to restrict your growth
· Admin support provided
· Brand new equipment, computers, business phone provided (At an agreed cost)
· Training and development including IFA training no additional cost via our network
· NON-CAS advisors Considered
· Coaching and training for non CAS advisors
· Annual broker fees and compliance fees negotiable
Additional benefits discussed with the successful candidates
If you are ready to take control of your career and maximise your earning potential as a Self-employed Mortgage & Protection Adviser with uncapped earnings, we want to hear from you!
Please submit your CV and a cover letter highlighting your relevant experience and why you would be a great fit for this role to Recruitment@cfswm.co.uk