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Financial Adviser jobs in Chichester

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15 jobs
    • Assess clients' financial situations to provide tailored mortgage solutions.
    • Stay updated on financial services trends to offer informed advice.
    • Providing ongoing support and working closely with independent financial advisers.
    • Previous experience working in financial services.
    • 1–2 years of experience as a Mortgage Adviser.
    • Proven ability to write business independently.
    • Full system setup – we provide your tech stack and tools.
    • Working as part of a team you will be responsible for a number of schools providing support and advice to school staff on all aspects of financial management…
    • View all Hampshire County Council jobs - Havant jobs - Financial Advisor jobs in Havant
    • Salary Search: Finance Adviser salaries
    • See popular questions & answers about Hampshire County Council
    • Strong understanding of client servicing in a financial advice context.
    • Coordinate cross-team initiatives and strategic plans (e.g. annual review process,…
    • As they continue to grow, they’re now looking for a Personal Tax Adviser to join their high-performing team.
    • Prepare and file personal tax returns and P11Ds.
  • View similar jobs with this employer
    • Potential to move into full financial advice.
    • Pathway to achieve CAS (competent adviser status).
    • Through ongoing training and support from experienced…
    • At least 2 years' experience within the financial services industry.
    • Updating Curo, advisers and client services team members on the status of an LOA.
    • Review costings to maintain operational and financial accuracy.
    • Liaise with auditors and external advisers, delivering audit information within deadlines.
    • A solid understanding of financial planning products and processes.
    • You’ll be responsible for producing high-quality suitability reports and *technical…
    • These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and…
    • You will have an amazing opportunity to learn various aspects of the financial industry and specialise in a particular field.
    • Good Maths and English essential.
    • Attending client meetings, dealing with legal reporting work and dealing with progress enquiries throughout from clients, estate agents, mortgage brokers/…
    • Familiarity with FCA regulations and compliance standards within financial advice firms.
    • Do you have familiarity with FCA regulations and compliance standards…
    • Strong financial acumen and familiarity with accounting principles.
    • Liaise with external advisers when required to ensure successful project delivery.
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Job Post Details

Mortgage Advisor - job post

Astute Mortgages Ltd
Waterlooville PO8 8DH•Hybrid work
£30,000 - £150,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • £30,000 - £150,000 a year

Job type

  • Full-time

Shift and schedule

  • No weekends
  • Flexitime
  • Monday to Friday

Location

Waterlooville PO8 8DH•Hybrid work

Benefits
Pulled from the full job description

  • Flexitime
  • Work from home

Full job description

Full job description

About Us

Directly Authorised firm based in Waterlooville, Portsmouth, and operating Nationally.

We are looking for experienced Self-Employed Mortgage & Protection Advisers to join our team. .

Responsibilities

  • Assess clients' financial situations to provide tailored mortgage solutions.
  • Guide clients through the mortgage application process, ensuring all documentation is complete.
  • Utilize basic math skills to calculate loan amounts, interest rates, and monthly payments.
  • Stay updated on financial services trends to offer informed advice.
  • Build and maintain strong relationships with clients to foster trust and repeat business.
  • Collaborate with lenders and real estate agents to facilitate smooth transactions.

What we offer

  • Generous market-leading split on all business
  • Uncapped earnings
  • Hybrid-Role 1-2 days a week at the office, the rest you can work remotely.
  • Compliance support
  • Ongoing training support
  • Weeky commission payments
  • Back Office Support - we offer admin support that you can utilise if you wish for a small per case fee.

We will automatically reject applicants without a valid CeMap qualification or equivalent showing on their CV, as this is an FCA requirement for this role.

  • Must Haves: Full CeMAP qualification (CeMAP 1, 2 & 3) or equivalent, strong organisation skills, pass the Fit & Proper checks, and be able to generate your client database. CAS required for 85/15 split. We may provide leads.
  • What We Offer: As a self-employed adviser with us, you'll enjoy generous commission rates of up to 85% on mortgages and protection products sold to clients, with expected earnings between £30,000.00 and 150,000.00 per year, depending on the time and passion that you dedicate to the role; you will also receive compliance support and free sales material. We also pay every week, so no waiting a month or longer if payment comes in after a cut-off time.
  • Our providers: At Astute Mortgages Ltd, you will have access to a panel of over 50 lenders, ensuring a wide range of options for your clients. Additionally, we have established strong partnerships with leading insurers.

The right candidate will be happy to work from home and office as well as be able to organise their own daily schedule.

Apply today and if your profile matches the job role, you will be contacted for an interview within 1 working day!

Job Type: Full-time

Pay: £30,000.00-£150,000.00 per year

Benefits:

  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday
  • No weekends

Experience:

  • Providing Mortgage & Protection advice: 2 years (preferred)

Work authorisation:

  • United Kingdom (required)

Work Location: Hybrid remote in Waterlooville PO8 8DH

Reference ID: Mortgage & Protection Adviser

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