Financial Adviser jobs in Dukinfield
Mortgage Adviser (First Charge Products)
Hiring multiple candidatesFluent Money3.9BoltonTypically responds within 3 daysEmployerActive 3 days ago- Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.
- 12 flexible WFH days per year.
- NJR RecruitmentMacclesfieldEmployerActive 3 days ago
- Present financial options to clients.
- Minimum 2 years of previous experience as a financial planner.
- As a Junior Wealth Planner, you will acquire new clients,…
Mortgage Adviser (Second Charge Products)
Urgently neededFluent Money3.9BoltonTypically responds within 3 daysPostedPosted 30+ days ago- Skillfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.
- 12 flexible WFH days per year.
Equity Release Adviser
Hiring multiple candidatesMortgageableWinwickEmployerActive 3 days ago- Conduct thorough financial assessments for clients considering equity release.
- Strong understanding of basic maths principles for financial calculations.
View similar jobs with this employerNJR RecruitmentHaleEmployerActive 8 days ago- Organising annual visit, stock and share switches.
- Completing switch and top up forms.
- Processing new business - Pension policies, Protection, ISA and GIA'S.
- NatWest Digital XManchesterPostedJust posted·
- You’ll provide advice and support to ensure the development and delivery of effective financial crime controls for our correspondent banking business.
- View all NatWest Digital X jobs - Manchester jobs - Banking Advisor jobs in Manchester
- Salary Search: Correspondent Banking Adviser salaries in Manchester
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- NJR RecruitmentWarringtonEmployerActive 3 days ago
- This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages.
- Job Types: Full-time, Permanent.
- UK SOLAR EXPERTS3.7ManchesterEmployerActive 3 days ago
- Follow a system that tracks all important financial & non-financial metrics.
- Role -* Appointment setting (Contacting web leads - No cold calling!).
- VitalityHybrid work in Stockport SK2PostedPosted 9 days ago·
- This career pathway will see you become an accredited Protection Adviser within 18 months, with the chance to increase your potential earnings from £24,960 plus…
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- SafferyHybrid work in ManchesterPostedPosted 9 days ago·
- Preparation of year-end financial statements and simple corporation tax computations.
- The work is varied and ranges from typical outsourcing work (including VAT…
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- NJR RecruitmentWythenshaweEmployerActive 7 days ago
- Up to £30,000 + Benefits + Free Parking *.
- Up to 10% performance related bonus.
- 25 days holiday + 8 days bank holiday.
- Job Types: Full-time, Permanent.
- BupaHybrid work in Salford M50Typically responds within 1 dayPostedPosted 10 days ago·
- Salford Quays, Manchester M50 3SP.
- Hybrid working (will be required in Salford Quays).
- £40,000 FTE depending on experience.
- Access to family mental health line.
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- Vale Insurance Services LimitedAltrinchamTypically responds within 3 daysEmployerActive 3 days ago
- You can expect a competitive package which, beyond the financials, will include benefits such as holiday buyback (up to 5 days per year) and flexible working…
View similar jobs with this employerNJR RecruitmentManchesterEmployerActive 4 days ago- 2 day office, 3 days home*.
- Complete all compliance administration associated with new business.
- Ensure new business submitted to the insurance company is fully…
- Pearson Solicitors and Financial AdvisersOldhamPostedPosted 28 days ago·
- We offer a competitive salary and an extensive list of staff benefits.
- Excellent communication skills with team members, clients and third parties.
Job Post Details
Mortgage Adviser (First Charge Products) - job post
Job details
Here’s how the job details align with your profile.Pay
- £45,000 a year
Job type
- Full-time
- Permanent
Shift and schedule
- Weekend availability
- Monday to Friday
Location
BenefitsPulled from the full job description
- Additional leave
- Canteen
- Company events
- Company pension
- Cycle to work scheme
- Flexible schedule
- Free parking
Full job description
**MUST BE ABLE TO COMMUTE TO HORWICH, BOLTON AS THIS IS AN OFFICE BASED ROLE**
Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking experienced Mortgage Advisers to join our team.
If you thrive in a dynamic office environment and have a passion for delivering exceptional customer service, we want to hear from you!
This is an office-based role and you must be able to commute to be considered. Please only apply if you have a full UK working visa.
Salary & Benefits that Match Your Ambition:
- Salary: Enjoy a starting salary of £25,500, rising up to £40,000, OTE first year £35,000, uncapped bonus up to £60,000 OTE
- Get Qualified: We'll fund all Certificate in Mortgage Advice and Practice (CeMap) qualifications, giving expert support and guidance along the way.
- Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
- Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much much more!
A day in the life:
As a Mortgage Adviser, you will embody passion and dedication, committed to achieving optimal outcomes for our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment.
You'll be an enthusiastic and sales-savvy individual with impeccable attention to detail, and exceptional interpersonal skills. Each day as a Mortgage Adviser at Fluent promises variety and excitement.
Your responsibilities will include:
- Engaging with the New Business team to take qualified leads
- Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements
- Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability
- Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
- Collaborating closely with lenders to facilitate smooth case processing
- Working in tandem with Fluent's Case Management team to work cases towards successful completion
- Proactively following up on leads and diligently chasing cases for updates
- Achieving minimum targets with meticulous care and attention
- Upholding personal performance standards of excellence
- Staying abreast of evolving FCA requirements and industry changes
- Fulfilling CPD requirements to maintain professional competence
- Adhering to company compliance protocols, promptly addressing feedback and implementing necessary actions
- Promoting best advice and setting a stellar example in customer care
- Championing the Fluent brand and upholding best practices consistently
This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.
About Fluent Money:
At Fluent Money, we're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.
Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.
Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry
https://www.fluentmoney.co.uk/
https://www.fluentmoney.co.uk/app/uploads/2021/10/Recruitment-Brochure-WEB.pdf
Role requirements
Essential
- Proven experience of working successfully to sales targets
- Current or recent experience of an outbound call environment
- Ability to respond quickly to training and adapt to changes within the industry
- Proven experience in outbound sales, objection handling, and have the ability to close deals
- Able to carry out processes in a compliant manner
- Experience of selling a range of products
- Able to demonstrate achievements against a wide range of competencies
- Experience in a busy sales environment
Desirable
- Current or recent experience in a regulated finance company
- Experience in secured finance or mortgage advising
- Experience of broking/lending in the mortgage market
- Strong IT skills including the use of the full Microsoft package
- Experience of working successfully in a team and also individually
- CeMap Level 1 (working towards Full CeMap)
- Experience of using bespoke software
All the perks!
- Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
- Your birthday off work
- Holiday buy & sell scheme
- Private Healthcare with Vitality Health
- Death in service cover
- 12 flexible WFH days per year
- Fee-free Fluent products for your friends and family
- Regular social and charity events
- Onsite food provision and restaurant facilities
- Free tea, coffee & fresh fruit daily
- ‘Freebie Fridays’ on the first Friday of every month
- Cycle to work scheme
- Access to stimulating training & development
- In-house leadership academy for future leaders
- Great location close to transport links
- Free parking onsite
Job Types: Full-time, Permanent
Pay: £45,000.00 per year
Additional pay:
- Bonus scheme
- Performance bonus
Benefits:
- Additional leave
- Canteen
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Transport links
Schedule:
- Monday to Friday
- Weekend availability
Ability to commute/relocate:
- Bolton: reliably commute or plan to relocate before starting work (required)
Work Location: In person