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Financial Adviser jobs in Colchester

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    • Salary: up to £40,000 Basic, OTE £50,000 - £90,000*.
    • As a Mortgage and Protection Adviser, you’ll provide expert advice to a range of clients, helping them…
    • At least two years’ experience in the financial sector, typically within a financial adviser firm, is required, and full training will be given on the FinCalc…
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    • Opul Life specialises in providing professional financial advice services for individuals and businesses throughout the UK.
    • Job Types: Part-time, Freelance.
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    • Full, clean UK driving licence.
    • 1 year experience within financial services (desirable).
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    • £23,800-£29,000 + bonus (dependant on experience).
    • Monday to Friday 9.00 am to 5.00 pm (37.5 Hours).
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    • Responsibility to address all clients’ financial needs, and recommend and arrange a suitable package of solutions within a set sales process.
    • OTE £55-£75k.
    • Understand the UK financial advice market and products (e.g. pensions, ISAs, etc).
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    • Preparing annual financial statements for a range of entity types, both in variety and size, including the preparation of financial statements for audit.
    • Proven experience in financial planning or a related field (essential).
    • Excellent understanding of the FCA and how a financial services firm operates.
    • Working with the sales support and adviser to achieve good client outcomes.
    • Providing technical resource and research to the adviser and management team.

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Job Post Details

Mortgage and Protection Adviser - job post

Swarm Recruitment
Colchester CO1 1PB
£50,000 - £90,000 a year - Full-time

Job details

Pay

  • £50,000 - £90,000 a year

Job type

  • Full-time

Location

Colchester CO1 1PB

Benefits
Pulled from the full job description

  • Company pension
  • Work from home

Full job description

Mortgage and Protection Adviser

Salary: up to £40,000 Basic, OTE £50,000 - £90,000

Location: Colchester

About our clients and the role:

Swarm Recruitment is working with a well-established, growing mortgage & protection firm looking to expand their team. Our clients are one of the top brokerages in Colchester, and have been successfully helping people with their financial needs for over 7 years. Our clients have seen a huge increase in the number of leads recently from their trusted partners, so this role will not be short of great earning potential.

As a Mortgage and Protection Adviser, you’ll provide expert advice to a range of clients, helping them navigate the homebuying and remortgage process. You'll have access to high-quality leads and a strong support network to help you succeed. This really is an opportunity to take your career to the next level, with a very impressive progression plan and earning potential.

If you are looking for a great working environment, with a great team, fantastic earning potential and great a progression plan, then this is a perfect opportunity.

Salary & Benefits:

  • Basic Salary £24,000 - £40,000 (Depending on experience & bankings)
  • OTE £50,000 - £90,000
  • Great commission splits, that increase with promotions
  • Fantastic Progression Plan, with great rewards for hard work.
  • High volumes of leads provided from their trusted introducers
  • Great team working environment
  • Strong Administrative support

Working Hours:

  • 9am-5:30pm (Flexibility required for clients) Monday - Friday
  • 8:30 start on a Monday
  • 10am-5pm every other Saturday with a day off in Lieu. (WFH on a Saturday)

Desired Experience:

  • Minimum 12 months experience as a Mortgage and Protection Adviser
  • Fully CeMap qualified or equivalent qualifications
  • Strong knowledge of mortgage products, regulations, and market trends.
  • A client-focused approach with excellent communication skills
  • Ability to work independently and as part of a team.
  • Self-motivated, proactive, and eager to grow

Responsibilities & Duties:

  • Engage with customers face-to-face and over the phone
  • Provide expert advice to clients on a range of mortgage and protection products.
  • Conduct thorough assessments of clients’ needs and recommend tailored solutions.
  • Build and maintain strong relationships with clients, lenders, and insurers.
  • Keep up-to-date with the latest mortgage and protection regulations.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Type: Full-time

Pay: £50,000.00-£90,000.00 per year

Additional pay:

  • Commission pay

Benefits:

  • Company pension

Work Location: In person

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