We are recruiting for a Mortgage and Protection Adviser.
Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, a leading wealth management organisation within the UK. Our goal is to provide a wide range of services to help clients build, grow, and preserve wealth.
This is an opportunity for an ambitious Mortgage and Protection Adviser to join a thriving and expanding Adviser team on an employed basis.
Department: Adviser team
Location: Shaftesbury, Sherborne, Canford Cliffs or Corsham office
Contract type: Permanent, full-time
Our team of advisers supply full, holistic, financial advice to existing and new clients on a face-to-face and remote basis. Evening client meetings may be required.
You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.
“We are an elite cohesive team that takes pride in delivering a successful, profitable sustainable business, consistently delivering superior service to clients on their journey to financial wellbeing.”
To create an environment where clients can be confident to plan, grow & protect their future.
#J-18808-LjbffrMortgage and Protection Adviser • Poole, England, GB
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