Financial Admin
Wealth Management Firm
- Location
- Cheltenham · Remote
- Salary
- £30,000
- Contract
- Part-Time
- Sector
- Financial Services
About the role
Part-Time Mortgage & Wealth Adviser
30 hours per week | £30,000 pro rata + uncapped commission | Primarily remote
Our client is seeking an experienced Mortgage & Wealth Adviser to join their team on a part-time basis.
The role will primarily focus on mortgage advice, with opportunities to support clients with their wider wealth and financial planning needs. The successful candidate will have strong mortgage experience, be confident working independently and have experience using Intelligent Office (IO).
The role is primarily remote, with one day per week in the office for meetings.
Key requirements:
Experienced Mortgage Adviser Strong mortgage market knowledge Experience in wealth/financial services Confident using Intelligent Office (IO) Excellent client relationship and communication skills