Supreme Financial Solutions LTD
Insurance, Mortgage Or Wealth Adviser
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Company Description
Supreme Financial Solutions LTD is an appointed representative of The Openwork Partnership, a trading style of Openwork Ltd, which is authorised and regulated by the Financial Conduct Authority. The company is expanding into the mortgage and protection market and offers multiple opportunities for specialist, driven individuals in Insurance, Mortgage, and Wealth Advisory roles. Supreme Financial Solutions LTD is committed to both customer satisfaction and the personal development and progression of its team members. Team members benefit from varying incentives and career advancement opportunities, making it an attractive environment for long-term professional growth. Applicants should note that certain mortgage and buy-to-let services are subject to specific regulatory frameworks, and appropriate compliance standards are maintained.
Role Description
The Insurance, Mortgage, or Wealth Adviser role is a full-time, on-site position based in Cannock. The Adviser will meet with clients to understand their financial goals and provide tailored recommendations on insurance, mortgage, and wealth products. Daily tasks include:
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- Assessing client needs
- Preparing and presenting suitable product options
- Completing all necessary documentation in line with regulatory requirements
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The role involves maintaining ongoing client relationships, reviewing existing arrangements, and identifying opportunities to improve protection, lending, or investment outcomes. The Adviser will collaborate with colleagues, stay up to date with product changes and market developments, and ensure all advice is compliant with Financial Conduct Authority guidelines.
Qualifications
- Strong client advisory skills, including the ability to conduct comprehensive financial reviews and explain complex products clearly.
- Knowledge of insurance, mortgage, and basic wealth management products, with an understanding of regulatory and compliance requirements.
- Proficient communication, negotiation, and relationship-building skills to support long-term client engagement.
- Solid analytical and numerical abilities for assessing affordability, risk, and suitability of financial solutions.
- High level of integrity, attention to detail, and commitment to ethical, customer-focused advice.
- Relevant professional qualifications (e.g., CeMAP or equivalent for mortgage advice, insurance or wealth planning certifications) or a willingness to work toward them.
- Previous experience in financial services, banking, mortgage advice, insurance, or wealth planning is highly beneficial.
- Comfort working in an on-site team environment in Cannock, with a proactive approach to continuous learning and development.
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