APEX Mortgage + Protection ™
self employed mortgage advisor
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Company Description
APEX Mortgage + Protection™ is a UK-based, veteran-owned specialist in mortgage and protection advisory services. Our mission is to provide professional and tailored advice to help clients secure the right mortgage and protection packages, ensuring their families' future financial security. With expert advisors nationwide, we simplify the process by offering personalized consultations in clients' homes, workplaces, or over the phone. Transparency, integrity, and a deep understanding of varying customer needs are the foundations of our services. As an appointed representative of Sesame Ltd, we are fully authorized and regulated by the Financial Conduct Authority.
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Role Description
APEX Mortgage + Protection™ is seeking self-employed Mortgage Advisors for a full-time position. In this role, you will support clients in finding optimal mortgage products aligned with their unique financial needs and circumstances. Responsibilities include:
- Conducting in-depth consultations
- Assessing financial situations
- Recommending suitable mortgage and protection packages
- Ensuring compliance with regulatory requirements
- Developing and nurturing client relationships
- Maintaining up-to-date industry knowledge
- Contributing to the company's ethos of professionalism and integrity
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Qualifications
- Expertise in Mortgages, Mortgage Marketing, and Financial Planning
- Financial knowledge and qualifications, including CeMap Certification (or equivalent)
- Strong interpersonal and communication skills to build and maintain client relationships
- Self-motivated, disciplined, and capable of managing an independent workload
- Previous experience in consulting or advising clients in the financial or mortgage sectors is advantageous
- Sound knowledge of financial regulations and compliance requirements
- Ability to analyze client needs and provide tailored recommendations
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