Financial Adviser jobs in Grays
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View similar jobs with this employerSwarm RecruitmentBasildon SS15 6TQEmployerActive 2 days ago- Due to growth and an influx of strong leads, they are now looking for an experienced Mortgage and Protection Adviser to go the extra mile and service these…
- AW Financial Management LLPDartford DA4 0JP
- We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the…
- Clarence Place Wealth Management LtdLondon
- Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a…
- Rosemount IFAsRomfordTypically responds within 8 daysEmployerActive 6 days ago
- Please note you must have worked for a Financial Adviser or Wealth Management Firm.
- Preparing paperwork for client meetings, business submission and the…
- Reynolds Porter Chamberlain3.5London
- Works efficiently and commercially and understands the importance of financial hygiene.
- We are looking for a talented transactions focussed Senior Associate…
View similar jobs with this employerCapio RecruitmentHybrid work in ChelmsfordEmployerActive 3 days ago- Proficiency in financial planning software and tools.
- They pride themselves on being fully independent and providing holistic bespoke financial advice.
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Paraplanner
NewRuth Whitehead AssociatesLondon N16 8DDTypically responds within 1 day- O Have solid knowledge and understanding of the financial planning process, be competent in technical financial planning tools, financial modelling and back…
- Rosemount IFAsRomfordTypically responds within 8 days
- Excellent understanding of financial planning, preferably with recognised qualifications in financial services.
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- Michael Page3.7London
- Strong financial modelling skills in Excel.
- Liaising and coordinating with legal and other advisers.
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View similar jobs with this employerHM TreasuryHybrid work in LondonTypically responds within 1 day·- As NS&I’s sponsor and spending team, RDCI supports NS&I in developing the strategic, operational, and financial framework it operates under.
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- Capricorn Financial Consultancy1.8LondonTypically responds within 3 daysEmployerActive 2 days ago
- The ability to account manage a team of Capricorn advisers who will be your introducers, working with them to receive great leads and deliver great results.
- Recruit UK5.0ChelmsfordEmployerActive 2 days ago
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Job Post Details
Mortgage and Protection Adviser - job post
Swarm Recruitment in Basildon SS15 6TQ
£80,000 - £100,000 a year - Permanent, Full-time
Job details
Here’s how the job details align with your profile.Pay
- £80,000 - £100,000 a year
Job type
- Full-time
- Permanent
Location
Swarm Recruitment in Basildon SS15 6TQ
BenefitsPulled from the full job description
- Company pension
- Free parking
Full job description
Job Title: Mortgage and Protection Adviser
Salary: up to £35,000 Basic, OTE £80,000 - £100,000
Location: Basildon
About our clients and the role:
Swarm Recruitment is working with a directly authorised, well-established & growing mortgage firm looking to expand their team. Our clients are a dynamic and client-focused financial services provider dedicated to helping clients achieve their property and protection goals. They pride themselves on delivering tailored financial advice with integrity and professionalism.
Due to growth and an influx of strong leads, they are now looking for an experienced Mortgage and Protection Adviser to go the extra mile and service these clients. They are a directly authorised firm with a strong in-house administration team, to help the advisers from start to finish.
Salary & Benefits:
- Basic Salary – £25,000 - £35,000
- OTE - £80,000 - £100,000
- High numbers of leads, big case sizes
- All leads provided
- Up to 30% commission on all banked business
- Full admin support from appointment to completion
- Big investment in Marketing Spend, increasing exposure
- Progression opportunities
- Parking
- Quarterly Team Events
Working Hours:
- Standard hours of 9am-5:30pm (Flexibility required for clients) Monday – Friday
- 1 Saturday a month (Can be negotiable based on performance)
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.
- Excellent communication and relationship-building skills.
- Ability to work independently and as part of a team.
- Motivated to succeed and provide outstanding client support
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 Types: Full-time, Permanent
Pay: £80,000.00-£100,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
- Performance bonus
Benefits:
- Company pension
- Free parking
Work Location: In person
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