Provide expert Mortgage and Protection advice to clients, assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders, stay updated on industry trends and regulations. Deliver exceptional customer service throughout the process.
Job listings
A rare opportunity for a newly qualified Advisor to join a busy principal business in the Northamptonshire area. This is the perfect opportunity for someone with aspirations of being a Mortgage advisor, that wants to do so in a self-employed capacity, but still wants to have a good support network around them. Provide expert Mortgage and Protection advice to clients.
North America
4w PTO
Your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action.