Client advisor Work, Jobs in Crieff, Pkn (with Salaries)

Mortgage & Protection Advisor
First Mortgage Stirling —Stirling
- From £32,500 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Work from home
- Life insurance
Quick apply
3d
HS&E Advisor
Gallifordtry —Perthshire
- Full-time
- Microsoft Office
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
SHE Advisor
M Group —Grangemouth
- Overtime
- Microsoft Office
- Driving
- Communication skills
- Annual leave
- Employee assistance programme
10d
Environmental Advisor
Gallifordtry —Stirlingshire
- Full-time
- Microsoft Office
- Travel
- Organisational skills
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Grangemouth
- Full-time
- Hybrid work
- Communication skills
HSE Advisor - Perthshire
Power T&D —Tummel Bridge
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Life insurance
Quick apply
Environmental Advisor
I&H Brown Ltd —Perth
- Hybrid work
- Civil engineering
- Engineering
- Construction
Quick apply
Senior Veterinary Surgeon
Vets Now —Stirling
- Up to £85,000 a year
- Weekend availability
- Annual leave

I want to receive the latest job alerts for client advisor in crieff, pkn

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Mortgage & Protection Advisor

First Mortgage Stirling
Stirling

Quick apply

Job details

Permanent | Full-time
From £32,500 a year
3 days ago

Benefits

Company pension
Work from home
Life insurance

Qualifications

GCSE
Basic maths
Financial services
Communication skills

Full job description

Job Summary
We are seeking a dedicated Mortgage & Protection Advisor to join our financial services team. The successful candidate will provide expert advice to clients on mortgage options and protection products, ensuring they receive tailored solutions that meet their individual needs. This role offers an excellent opportunity for individuals passionate about helping clients secure their financial future and develop their career within the industry. The position is suited to experienced Mortgage and Protection Advisors.

Basic salary of £32,500, with the opportunity to earn sales related bonuses monthly. OTE is £50,000 to £60,000 for this role.

Responsibilities

Assess clients’ financial circumstances and identify suitable mortgage and protection products
Provide clear, professional advice on mortgage options, including first-time buyer, remortgage, and buy-to-let scenarios
Explain the features, benefits, and risks of various protection policies such as life insurance, critical illness cover, and income protection
Prepare and submit applications on behalf of clients, ensuring accuracy and compliance with industry regulations
Maintain up-to-date knowledge of market trends, product developments, and regulatory changes within the financial services sector
Build strong relationships with clients to ensure ongoing support and service excellence
Keep detailed records of client interactions in accordance with company policies and regulatory requirements

Experience

Previous experience in financial services or a similar advisory role is essential.
Strong communication skills with the ability to explain complex information clearly and confidently.
Organised with attention to detail to ensure all documentation complies with industry standards.
A proactive approach to client service and a genuine interest in helping clients achieve their financial goals.

We are open to hybrid and flexible working options for the right candidate. The role would be primarily located in our Stirling branch, by working from home could also be an option, as well as hybrid working.

Company Description

First Mortgage is one of the UK's longest established mortgage advisers, providing free impartial mortgage advice for over 25 y ears. Our reputation for excellence is built on personal, quality-focused customer care and genuinely free (representative of) whole-of-market mortgage advice. Over 80% of our new clients come from word-of-mouth recommendations.

Job Types: Full-time, Permanent

Pay: From £32,500.00 per year

Benefits:

Company pension
Work from home

Work Location: Hybrid remote in Stirling FK8 1JU

Quick apply

Refine Your Search

client advisor jobs in crieff, pkn

Mortgage & Protection Advisor

HS&E Advisor

SHE Advisor

Environmental Advisor

Senior/Principal Consultant – Fraud Risk Services

HSE Advisor - Perthshire

Environmental Advisor

Senior Veterinary Surgeon

I want to receive the latest job alerts for client advisor in crieff, pkn

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected