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Mortgage and protection adviser
Severn Financial
Cardiff
Remote
GBP 60,000 - 80,000
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Job summary
An established industry player is seeking a Self-employed Mortgage and Protection Adviser to join their dynamic team. This full-time remote role focuses on guiding clients through mortgage options, ensuring they achieve their property goals. With a commitment to personalized financial solutions, you will play a key role in helping clients secure their financial future. If you possess expertise in mortgages and financial planning, along with excellent communication skills, this is a fantastic opportunity to make a significant impact in the financial services sector while enjoying the flexibility of remote work.
Qualifications
- Expertise in mortgages and financial planning is essential.
- CeMap qualification is required for this role.
Responsibilities
- Provide guidance on mortgage options to help clients achieve property goals.
- Assist clients in financial planning and wealth growth.
Skills
Expertise in Mortgages
Financial Planning
Excellent communication skills
Interpersonal skills
Ability to work remotely
Education
CeMap Qualification
Job description
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Company Description
Severn Financial offers comprehensive financial advice across a wide geographic area from West Wales to London. With hubs in Swansea, Cardiff, and Rickmansworth, our team provides personalised solutions in Wealth Management, Retirement Planning, Investment Advice, Estate Planning, Insurance Solutions, and Mortgage Advice.
Role Description
This is a full-time remote role for a Self-employed Mortgage and Protection Adviser at Severn Financial. The role involves providing guidance on mortgage options to help clients achieve their property goals.
Qualifications
- Expertise in Mortgages and Financial Planning
- CeMap Qualified
- Excellent communication and interpersonal skills
- Ability to work remotely and independently
- Experience in the financial services industry is a plus
Entry level
Full-time
Finance and Sales
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