Financial Adviser jobs in Lanark

Job Overview
Clyde Financials aim is to fulfil customers’ requirements for all property, finance and insurance needs as well as keep in touch with aftercare services and we are looking for a CeMAP qualified mortgage adviser to join our growing team. This individual must has have at least 1 years’ experience dealing with whole of market mortgage and insurance advice.

This is a high earning role offering a competitive basic salary, uncapped commission and excellent ancillary benefits such as private healthcare & pension.

This role is solely office based.

Responsibilities

• Conduct thorough assessments of clients' financial situations to determine suitable mortgage options.
• Provide clear and comprehensive advice on various mortgage products available in the market.
• Assist clients in completing mortgage applications and ensure all necessary documentation is submitted accurately.
• Maintain up-to-date knowledge of industry trends, regulations, and changes in financial services.
• Build and maintain strong relationships with clients, lenders, and other stakeholders in the mortgage process.
• Follow up with clients throughout the application process to provide updates and address any concerns.
• Collaborate with team members to enhance service delivery and improve client satisfaction.

Required experience, skills and qualifications:

• At least one years' experience as a CeMAP qualified whole of market mortgage advisor
• Experience dealing with personal insurances would be preferable but not mandatory
• Ability to cope with high volume
• Target-driven and self-motivated
• Excellent team-working, customer service and interpersonal skills
• Highly organised with exceptional time management skills - we move at speed and need you to keep up!

Salary: From £35,000 - £45,000 per year depending on experience (£65,000 - £95,000 Realistic OTE although income is uncapped)

Job Type: Full-time

Pay: £35,000.00-£45,000.00 per year

Additional pay:

• Bonus scheme
• Commission pay
• Performance bonus

Benefits:

• Company events
• Company pension
• Private medical insurance

Schedule:

• Monday to Friday

Experience:

• as a CeMAP qualified whole of market mortgage advisor: 1 year (required)
• dealing with personal insurances would be preferable: 1 year (preferred)

Licence/Certification:

• CeMap (required)

Work Location: In person

Reference ID: Clyde Financial