MCOB Adviser

This is an employed full-time opportunity St Albans based, requirement for regular travel to the office What's in it for you? Competitive Salary Bonus/Commission Payments Mix of generated and self-generated leads CAS Status supported David Fawcett is looking for a Mortgage Adviser to come into the business, offering initial admin support before moving into a full-time Adviser position with your own client bank. This is a perfect opportunity for someone with CeMAP qualification looking to build their experience and a client bank of their own. Your responsibilities will include Provide high-quality administrative support to existing Advisers Enable client-focused advice aligned with individual needs and objectives Analyse clients’ financial situations to determine appropriate mortgage options Utilise the training and support provided by the firm Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements. Promote your services through networking and marketing, to grow your client base

Competitive Salary

Bonus/Commission Payments

Mix of generated and self-generated leads

CAS Status supported

Provide high-quality administrative support to existing Advisers

Enable client-focused advice aligned with individual needs and objectives

Analyse clients’ financial situations to determine appropriate mortgage options

Utilise the training and support provided by the firm

Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.

Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

CeMAP (or equivalent) qualification Experience of sales and building strong client relationships Self motivated with excellent communication skills Ambitious with entrepreneurial drive to develop your business network and client portfolio Good knowledge of industry regulations and compliance standards