Mortgage and Protection Advisor - Reed : Job Details

• Job Type: Full-time (available on a self-employed, employed, or hybrid basis)
• Location: Hybrid working - South West area, Bristol ideally but can also consider candidates based in Weston, Portishead, Cardif, Cheltenham, Gloucester. 
• Salary: Competitive Bonus structure

We are seeking a competent Mortgage Adviser to provide expert mortgage and protection advice to clients in accordance with the FCA’s rules and our firm's procedures. This role is ideal for someone who is self-motivated and has a strong background in financial services, particularly in mortgages and protection. The position is flexible, offering self-employed, employed, or hybrid working arrangements to suit your needs.

• Provide mortgage and protection financial advice service to clients.
• Identify and contact potential clients, gather sufficient information, and identify client needs.
• Analyse information gathered and undertake sufficient research to make suitable recommendations.
• Complete all supporting documentation accurately.
• Ensure that the level of service agreed with each client is delivered in a timely manner.
• Maintain competent status as defined by the FCA and the firm.
• Stay updated with new products, technical or legislative changes within the marketplace.
• Comply at all times with the Compliance and Training & Competence Schemes/Procedures of the firm.
• Maintain performance standards in accordance with those outlined in the firm’s Training & Competence scheme.
• Identify CPD needs through self-assessment and feedback, and undertake appropriate activities to meet those needs.

• Strong ability to build and forge relationships.
• Excellent communication skills.
• Analytical with a strong ability to conduct research.
• Good numerical understanding and report writing skills.
• Ability to explain financial terminology in plain English.
• Strong negotiation and influencing skills.
• Organised with effective time management skills.
• Ability to make effective decisions.
• Professional and ethical behaviour.
• Flexible approach to diary management.
• Respect for different cultural needs and diverse backgrounds.
• CeMap qualification.
• Previous experience in a mortgage advisory capacity.

• Competitive salary and benefits package.
• Flexible working arrangements (self-employed, employed, or hybrid).
• Opportunities for professional development and continuous learning.
• Supportive and ethical working environment.

To apply for the Mortgage Adviser position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.