Financial Adviser jobs in Cheadle Hulme

Join Our Award-Winning Team!

An exciting opportunity has arisen to join the team at FirstMortgage as a Full Time Mortgage & Protection Advisor in the Stockport area.

If you have an enthusiastic and go getting attitude and are organized, have excellent attention to detail, with an sales and an administration background then you could be the person we are looking for to support our extremely busy team of Mortgage and Protection Advisers.

We work in partnership with Mortgage Advice Bureau (MAB) which are a nationally recognized mortgage broker Partnership, winners of over 200 awards in the past 5 years and continually growing.

Job Summary

We are seeking a knowledgeable and motivated Mortgage an Protection Advisor to join our dynamic, small and growing team here in the Stockport Office. In this role, you will provide expert guidance to clients seeking mortgage and protection solutions, helping them navigate the complexities of the homebuying and remortgage process. Your ability to assess client needs, cross sell financial products and offer tailored financial advice will be essential in building strong relationships and ensuring customer satisfaction.

Responsibilities

• Conduct thorough assessments of clients' financial situations to determine suitable mortgage and protection recommendation.
• Provide clear and comprehensive information regarding various mortgage products and services.
• Assist clients in completing mortgage applications and gathering necessary documentation.
• Maintain up-to-date knowledge of market trends, regulations, and lending criteria.
• Build and maintain strong relationships with clients, ensuring ongoing communication throughout the mortgage process.
• Actively work the pipeline of clients and go the extra mile to ensure that the client is able to move into their new home as quickly as possible.
• Use initiate to ensure that you are busy, organized and delivering 5 star service at every point of the customers journey
• Collaborate with lenders, solicitors, and other professionals to facilitate smooth transactions.

You will have access to a fantastic, organic and warm lead source. This is one of the huge strengths of the business model here at FirstMortgage and we are immensely proud of of lead sourcing abilities. The leads that come into our business are second to none.

The Role

This role is to provide and identify customer mortgage requirements and associated protection needs. In addition to giving advice on appropriate mortgage products, the mortgage adviser also advises on related protection products including life assurance, critical illness, income protection and buildings and contents insurance as well as referrals to solicitors.

We have a superb infrastructure in place to provide 5 star service to clients, including excellent administration and back office support. You will need to demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly and delivering successful outcomes.

What’s in it for you:

• Be part of an award winning team
• Uncapped Commission ( 40% is paid once the target is achieved )
• Full Training and Development
• Progression Opportunities
• Part of MAB with yearly awards and trips paid for to destinations like Monte Carlo, Ibiza and Split to name a few

If you believe this role is for you, we’d love to hear from you. Please email us your CV and covering letter to let us know why you’re the right person for the role.

Job Types: Full-time, Permanent

Pay: £30,000.00 base salary with a potential to earn as a package £100,000.00 per year overall.

Benefits:

• Company events
• Company pension
• Private medical insurance
• Referral programme
• This is a branch based role
• 9.00 - 17.30, Monday to Friday ( No Weekends )

License/Certification:

• CeMap 1,2 & 3 or equivalent (required)

Work Location

Mansion House, SK1 3UA

Due to the anticipated high volume of applications for this post we cannot, unfortunately, respond to them all. If you do not hear from us, therefore, please assume that your application had been unsuccessful on this occasion but be assured that we will keep your application on file should any similar roles be available in the future.

Job Types: Full-time, Permanent

Pay: £30,000.00-£100,000.00 per year

Additional pay:

• Bonus scheme
• Commission pay
• Performance bonus

Benefits:

• Company pension
• Life insurance
• Private medical insurance
• Referral programme

Schedule:

• Day shift
• Monday to Friday
• No weekends

Application question(s):

• Do You have CeMAP qualification or Equivalent

Experience:

• Mortgage Advising: 1 year (preferred)

Licence/Certification:

• CeMap (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person

Reference ID: FM Stockport