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Financial Adviser jobs in Knaphill

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    • Basic salary - £40,000 (DOE).
    • Basic Salary - Up to £40,000 depending on experience.
    • On target earnings - £80,000 per annum (with commissions paid on a tiered…
    • We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.
    • Experience processing new business for financial advisers.
    • 1+ years’ experience in a financial services administration role (Required).
    • Generous pension scheme – up to 12% contribution from Nestle.
    • 12 flexible days on top of 25-day holiday entitlement.
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    • You'll gain valuable exposure to investment management, client relationship support, portfolio administration, and wealth management operations while working…
    • Experience within insurance, financial services, banking, retail sales or account management.
    • Sales & Service Advisor – Bespoke & Commercial Insurance*.
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • Preparing client review letters and financial planning documentation.
    • Previous experience within financial planning or wealth management.
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • You will provide whole-of-market mortgage and protection advice, manage clients from enquiry through to completion, and build long-term relationships with…
    • Good knowledge of pensions, investments and the financial advice process.
    • You'll work closely with Financial Advisers managing cases, processing new business…
    • Work collaboratively with the wider adviser team and utilise orphan clients.
    • Salary:* £25,000 - £35,000 basic + £200 per month car allowance + tiered commission…
    • (ONLY APPLY IF YOU HAVE THE FULL CeMAP QUALIFICATION)*.
    • £24,000 - £26,000 basic salary + bonus.
    • They will support you gaining experience in the Mortgage…
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.

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financial advisor
Mortgage Advisor
Woking GU21 6ET
Up to £40,000 a year
Full-time

Job details

Up to £40,000 a year
Full-time
Woking GU21 6ET

Full job description

  • Employed, Mon - Friday role
  • Market leading independent estate agency
  • Basic salary - £40,000 (DOE). OTE - £80,000

Mortgage Broker

Location: Surrey
Employment Type: Full-time
Industry: Residential Property & Financial Services

Basic Salary - Up to £40,000 depending on experience
On target earnings - £80,000 per annum (with commissions paid on a tiered monthly basis)


A leading independent estate agency group is looking for an experienced Mortgage Broker to support busy sales offices and handle a strong flow of warm leads. You’ll provide expert mortgage and protection advice while guiding clients smoothly from enquiry to completion.

Responsibilities
  • Deliver tailored mortgage and protection advice
  • Manage client cases from first contact to offer
  • Convert warm leads from active sales teams
  • Maintain accurate records and ensure FCA compliance
  • Build relationships with lenders, solicitors and internal teams
  • Identify opportunities to cross-sell protection products
Requirements
  • CeMAP-qualified (or equivalent)
  • Experience as a Mortgage Broker or Mortgage Adviser
  • Strong communication and customer service skills
  • Commercial mindset with proactive lead engagement
  • Highly organised and detail-focused
Benefits
  • Competitive basic salary up to £40,000 (depending on experience) + uncapped commission
  • Consistent warm leads
  • Strong local brand presence
  • Training, development and clear progression
  • Supportive, ambitious working environment
For all enquiries -
Max Chapman, Recruitment Director
max.chapman@raynerpersonnel.com
07810 812 437
INDMC
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