Job Details

Mortgage Adviser / Financial Planner (Self-employed)

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Leeds

Salary: £40,000 - £60,000

Job Ref.: MO08243

Job Information

Are you an experienced Mortgage Adviser / Mortgage Broker who has recently become Diploma Level 4 qualified and looking to transition into a wider Financial Planning role? If so, this could be the perfect opportunity for you.

We are currently recruiting for a Mortgage Adviser who has ambitions to become a Financial Planner but needs some help and support making this transition. Ideally, you will be Diploma qualified and you will be happy starting within a Mortgages setting and making the transition over the next 12 months. In 12 months time, you can expect to have reached Competent Adviser Status for Financial Planning.

You will work closely with very supportive leadership and back office team who will provide;

Marketing and Branding Assistance
Paraplanning and Administrative support
Compliance and Training and Competency support
Financial Support whilst developing your business
State of the art systems and technology

You will be joining a small IFA practice whose goal is to support you to become the best Financial Adviser you can be. The firm has a progressive outlook where a morning spent networking on the golf course is considered work!

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers. As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Financial Advisors have access to in-house training programmes and are fully supported towards becoming a Chartered Financial Planner.

You will be a self-starter and you will have a natural ability to develop new business as well as the drive and determination to be successful.