Overview

Trusted, experienced, professional mortgage and insurance adviser and teacher.

Company Description

At Model Financial Solutions Limited we are proud to be a boutique firm with a big vision: helping clients achieve financial security in a way that is ethical, relationship based, and sustainable.

Role Description

This is a self-employed role for an experienced or newly qualified mortgage and protection adviser at Model Financial Solutions. We have offices in Surrey and Devon but most of our staff work remotely.

We will provide you with support if you need to get to CAS and to help you build a client base.

You will need to have a strong background in protection. We have an ongoing insurance project that we need your help with.

The role includes creating and maintaining accurate mortgage-related documents, providing outstanding customer service, managing client communications, conducting financial analyses, keeping up-to-date with industry regulations, and coordinating with various stakeholders in the mortgage process.

Qualifications

• Experience in financial services
• Knowledge of mortgage-related regulations and industry standards
• Strong organisational and coordination skills
• Excellent customer service and communication skills
• Ability to work effectively in a team and independently
• Certificate in mortgage advice either from the CII or LIBF

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales