Job Location : Chester, UK
Are you an experience Mortgage Adviser looking to branch into wealth advice? Do you live in or around Chester?
If so, this could be the perfect role for you...
Maple Leaf Financial Services is a well-established high street financial advice firm that is passionate about going the extra mile for clients, evidenced by many incredibly positive reviews. With strong local ties but a national reach the firm has a strong flow of warm leads and a collaborative office environment.
About the Role
We are looking for an experienced holistic Financial Adviser to join this predominantly mortgage focused business to support with the large quantity of mortgage leads and build on the existing wealth pipeline. You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over a small bank of clients with funds under management and work to grow your wealth business within the firm.
With a flow of pre-qualified mortgage leads provided, access to admin support and the ability to work flexibly, you can take your career to the next level.
This Financial Adviser position is based in the centre of Chester, with parking available. There is the flexibility to work from home a couple of days a week. However, an office presence is essential to build relationships and generate referrals from the existing team of Mortgage Advisers.
The benefits
Your responsibilities will include:
What will you need to succeed?
Maple Leaf Financial Services Limited is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Salary : -
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