Mortgage & Protection Advisor

  • Job Reference: 12259
  • Date Posted: 20 May 2022
  • Recruiter: Paul Mitchell Associates
  • Location: Leicester, Leicestershire
  • Salary: £25,000 to £40,000
  • Sector: Finance
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Mortgage & Protection Adviser
Our client, a small independent IFA is looking for candidates with administrative experience within the financial services industry

Salary: £25,000 - £40,000 depending on experience, qualifications and whether the applicant brings across their business book.
Could discuss opportunity of profit share.
Location: Leicester
About Us
Our client is a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection, based in Leicester.

Relevant skills and knowledge
* The requisite technical knowledge and qualification required for the role (e.g. CeMap, lifetime mortgage, home reversion plan qualification)
* Detailed knowledge and understanding of the firm's advice procedures including record
keeping requirements
* Provision of mortgage advice and services to clients in a compliant manner as detailed in the
firm's compliance manual and procedures
General responsibilities
* Always conform with the Financial Services and Markets Act 2000 and the relevant FCA rules and guidance.
* Always comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm.
* Keep up to date with all relevant product, legislative and technical changes

Specific responsibilities
* Prospect and contact potential clients in accordance with the firm's business plan and supervisor's guidance
* Ensure sufficient client information is obtained and analyse the information gathered
* Undertake sufficient whole of market product and market research
* Ensure suitable recommendations are made
* Ensure all supporting documentation is maintained
* Attain and maintain a level of competence as required by the firm
* Maintain all standards of performance as required by the firm
* Ensure relevant CPD is maintained and recorded accurately

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