Mortgage Adviser - Capio Recruitment Financial Planning : Job Details

Job Title: Mortgage AdviserLocation: BristolSalary: £30,000 - £35,000 per annum, plus bonus scheme and car allowanceJob Type: Full-timeAbout the Role:

The opportunity to join a leading Financial Planning firm dedicated to providing exceptional wealth management services to their clients. Their team of experienced professionals is committed to delivering tailored solutions and comprehensive support to help their clients achieve their financial goals.

My client is seeking a qualified and experienced Mortgage Adviser to join their team in Bristol. This role has become available due to internal movement within the company. The successful candidate will manage a book of existing clients and will also be responsible for acquiring new clients.Key Responsibilities:

- Provide expert mortgage advice to clients.- Manage and grow a portfolio of clients.- Acquire new clients through various channels.- Work closely with the admin team to ensure smooth processing of applications and client management.

Requirements

- CeMAP or equivalent (Level 4 Diploma Desirable)

- Ability to build strong relationships with clients

- Excellent communication skills

Benefits:

- Bonus scheme

- Company bonus- Car allowance- Comprehensive admin support to focus on client-facing work

"INDSAM"