Financial Services Consultant
Financial Services Consultant
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Job Description
Job Title: Financial Services Consultant Bristol
Company Overview:
Clearview Recruitment are thrilled to be working with a wellestablished agency offering financial servicesbased in North and East Bristol. Our client is looking for an experienced Financial Services Consultant to join their network and provide expert mortgage and life insurance advice. This is a fantastic opportunity to work within a dynamic business with longterm career progression opportunities including a pathway to a directorlevel position.
Role Overview:
The successful candidate will be responsible for managing mortgage and life policy referrals across two primary offices with opportunities to expand their reach across a wider network. This role is fulltime and offers a structured performancerelated earnin programme providing a clear route to leadership.
Key Responsibilities:
- Writing mortgages for all referred clients in a timely manner
- Arranging life insurance policies for all referred clients
- Seeking mortgage offers to support current and future property purchases
- Providing outstanding customer service and maintaining strong client relationships
- Working closely with the sales and lettings teams to maximise financial service opportunities
- Managing and prioritising a busy caseload efficiently
Skills and Qualifications:
- Fully qualified in financial services (e.g. CeMAP or equivalent)
- Demonstrates exceptional customer service skills
- Strong time management and organisational abilities
- Excellent telephone manner and communication skills (written & verbal)
- Personable approachable and able to build relationships with clients and colleagues
- Full UK driving licence and own car required (mileage paid)
Package and Benefits:
- Salary: 30000 (depending on experience) realistic OTE of
- 25 days annual leave plus bank holidays (increasing with service)
- Mileage paid for workrelated travel
- Great company culture with paidfor social events throughout the year
- Fulltime role with flexible working hours including home/evening appointments as needed
- Opportunity for career progression with a structured earnin programme leading to potential Directorship
- Office hours: Monday to Friday 08:45 18:00 and Saturdays 09:00 16:00 (Saturday requirement TBD)
Required Experience:
Contract
Employment Type
Full-Time
