About us Mather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.
As a Mortgage and Protection Adviser at Mather and Murray Financial you will have the opportunity to manage your own business within our established framework. You will be responsible for building and maintaining client relationships, conducting thorough financial assessments, and delivering tailored advice to meet individual needs.
Key Responsibilities: 1. Conducting in-depth financial reviews for clients to understand their Mortgage and Protection goals and objectives. 2. Providing expert advice on Mortgages and Protection. 3. Building and maintaining strong client relationships through effective communication and excellent customer service. 4. Staying up-to-date with industry trends, regulations, and best practices. 5. Collaborating with other team members to ensure the overall success of the firm.
Qualifications: 1. Minimum of 1 years of experience as a Mortgage Adviser or Administrator. 2. Hold relevant qualifications such as CeMAP. 3. Strong knowledge of Mortgage and Protection products and market trends. 4. Excellent interpersonal and communication skills. 5. Self-motivated and able to work independently. 6. A proven track record of achieving sales targets and client satisfaction.
What We Offer: 1.Competitive base salary, plus commission and performance-based bonuses. 2.Company generated appointments , pre-qualified and booked into your diary. 3. Flexibility to manage your own schedule and work independently. 4. Access to our established client base and marketing support. 5. Ongoing training and professional development opportunities. 6. Access to an Admin support team. 7. Collaborative and supportive team environment.
Salary: Dependent on experience
Benefits: Company pension Life insurance Referral programme Work from home Commission pay
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