Mortgage & Protection Adviser

Bromsgrove, Worcestershire
AFH Wealth Management

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a competitive salary and range of benefits.

Mortgage and Protection Adviser

As an AFH employed Mortgage & Protection Adviser, your role is to ascertain clients’ mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.

Your role will be mainly desk based, working from our Bromsgrove Head Office, where you will utilise video conferencing tools, such as Microsoft Teams, as a preferred method of contact supported by e-mail and telephone as appropriate

As our Mortgage and Protection Adviser you will be responsible for:

• Develop an understanding of the AFH Financial Group’s strategy and core values.
• At all times to represent the AFH brand in a professional and courteous manner.
• To comply with AFH’s advice process and maintain regulatory competence and KPI standards.
• Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes.
• Acquire new clients, from referrals, professional introducers and company lead generation programmes.
• Guiding clients through the buying process which may mean liaising with solicitors and estate agents as well as your clients.
• Developing and maintaining good client & introducer relationships through client meetings and ongoing feedback to the team and Contact Centre.
• Ensuring all activities are completed in a timely, compliant manner.

What we are looking for in our Mortgage and Protection Adviser:

• Minimum CeMAP qualified (or equivalent)
• R05 or equivalent Protection Qualification.
• Able to Demonstrate a client centric approach, with excellent interpersonal skills, approachability and professionalism.
• Well presented, articulate and dedicated to doing the right thing for our clients.
• Capable IT skills and embracive of the new virtual/digital ways to communicate with Clients.
• Ability to network and attract new Clients through business development and effective business planning.

Benefits and Perks at AFH

• Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks – To recognise and celebrate employees’ great work we are all invited to our annual Christmas and Summer parties.
• Pension – We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme – All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts – Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.