Mortgage & Protection Adviser

Mortgage & Protection Adviser

Chipping Norton, Oxfordshire | Flexible/remote working
Employed: £30,000-£35,000 basic + uncapped earnings
Self-employed:
Competitive commission structure + uncapped earning potential

Are you an experienced Mortgage & Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career?

Cotswold Financial Solutions Ltd, a Partner Practice of St. James's Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team.

With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James's Place Partnership.

About The role

You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.

Key responsibilities will include:

• Providing mortgage and protection advice tailored to individual client needs
• Completing fact-finds, affordability assessments and appropriate product research
• Managing mortgage and p...