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    • Excellent interpersonal and communication skills with the ability to explain financial concepts clearly to clients with varying levels of financial literacy.
    • Experience supporting financial advisers and paraplanners in a wealth planning environment.
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    • Good knowledge of financial services products.
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    • Salary: Up to £28,000.00 (depending on experience) plus benefits.
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    • As you develop you'll advance onto managing budgets and evaluating financial performance, as well as personal and corporate tax.
    • Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
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    • Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
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    • Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
    • Successful applicants will be required to complete a pre-employment screening process which includes a financial integrity check and a DBS check.

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Job Post Details

Mortgage and Protection Adviser - job post

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary
£36,000 - £45,000 a year - Full-time

Job details

Here’s how the job details align with your profile.

Pay

  • £36,000 - £45,000 a year

Job type

  • Full-time

Shift and schedule

  • Day shift
  • Monday to Friday

Location

Ottery Saint Mary

Benefits
Pulled from the full job description

  • Company pension
  • Employee discount
  • Free parking
  • Health & wellbeing programme
  • Life insurance
  • On-site parking
  • Store discount

Full job description

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Mortgage and Protection Adviser to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In addition to these great employee benefits, we also are committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. Talking with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to advise on a suitable mortgage and protection policy.

2. Answering clients’ queries regarding the mortgage and protection process and the recommendations provided by you.

3. Building and maintaining your client base.

4. Stay updated on FCA financial regulations and industry trends - Keep on top of relevant FCA financial regulations, laws, market trends and industry developments. Continuously expand your knowledge and expertise to provide up to date, relevant and accurate advice.

5. Seek and develop new external business relationships and opportunities.

6.. You may be expected to cover some responsibilities for colleagues who are out of the business.

7. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. Experience with Acre would be good. We have invested in our systems to make the processes as seamless as possible to ensure good client outcomes. The personal touch for each and every one of our clients is very important to us.

We are looking for a Mortgage and Protection Adviser with a minimum of 5 years’ experience qualified to CII CF6 (Mortgage Advice), CII R01 (Financial Services, Regulation and Ethics) and CII R05 (Financial Protection) or CeMAP equivalent. An entrepreneurial mindset with a deep understanding of the financial markets and an in-depth knowledge of the mortgage and protection market. Excellent interpersonal and communication skills with the ability to explain financial concepts clearly to clients with varying levels of financial literacy. You will need to have high standards and a commitment to acting in the best interests of clients to achieve good client outcomes. With proven experience as a Mortgage and Protection Adviser demonstrating a successful track record in providing mortgage and protection advice, you must be able to work within defined business processes, FCA regulatory requirements and compliance standards in the financial industry .

Please include a cover letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £36,000.00-£45,000.00 per year

Additional pay:

  • Bonus scheme

Benefits:

  • Company pension
  • Employee discount
  • Free parking
  • Health & wellbeing programme
  • Life insurance
  • On-site parking
  • Store discount

Schedule:

  • Day shift
  • Monday to Friday

Application question(s):

  • Please send a covering letter with your application.

Experience:

  • mortgage and protection advice: 5 years (preferred)

Work Location: In person

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