We are a financial planning firm based in West Bridgford, Nottingham seeking a full time Mortgage & Protection adviser to join our growing team. The ideal candidate will have at least two years’ experience in this role.
We have a solid client base which is steadily growing and generates sufficient mortgage enquiries (residential and commercial) for this new role.
We are looking for someone who is eager to join us who will, we hope, play an important part in the company’s development over the coming years. We have lots of projects that the right candidate can become involved in and we are small enough for every individual to really make an impact.
The successful candidate will be a valued addition to a friendly and approachable firm who pride themselves in giving high quality, honest advice that is always client focussed.
Manage mortgage and protection enquiries provided by Riverfall
Maintain and update X-Plan and internal MI systems up to the point of handing over to the team
Work with administrators to support our clients fully
A desire to work in a small company
At least 2 years’ experience (bringing own clients not essential)
To be a strong team player, who works well alongside others but also independently
First rate attention to detail
Strong organisation and time-management skills
Excellent communication skills
Self-motivated with a positive attitude
Good IT skills & confident with technology
Strong numerical ability
Relevant CII (or similar) Qualifications
A working knowledge of X-Plan and TriGold
Annual salary of £20,000-£30,000 depending on experience and qualifications
Quarterly and annual bonus structure not solely based on sales
Pension via salary exchange
Death in Service of 4 x salary
25 days holiday
A friendly and efficient working environment that is always open to learning and development which will support your own career progression
Being a valued member of a small, close knit team who will encourage and value your input as we drive the company forward
To enquire about the role please email Jessica McGowan on Jessica@riverfall-financial.co.uk