Mortgage Advisor / Independent Financial Advisor (IFA) at wkLoop - London, Mortgage Advisor / Independent Financial Advisor (IFA) - wkLoop

Mortgage Advisor / Independent Financial Advisor (IFA)

wkLoop

Location: London, United Kingdom

Category: Finance

Salary: 30,000 - 50,000 GBP / yearly

Full-time


Job Description

Join our team as a Mortgage Advisor / IFA, providing expert mortgage and financial advice to clients. Work in a supportive environment with access to high-quality leads and administrative support.

Responsibilities

Provide tailored mortgage and financial advice to clients.

Assess clients' financial situations and recommend suitable products.

Liaise with lenders, solicitors, and financial institutions.

Maintain knowledge of financial products and market trends.

Build and maintain client relationships.

Work towards sales targets and business development goals.

Ensure compliance with regulatory requirements.

Qualifications

Fully qualified Mortgage Advisor (CeMAP or equivalent).

Experience in mortgage advice, financial planning, or wealth management.

Strong knowledge of mortgage products, protection policies, and investment options.

Excellent communication and interpersonal skills.

Self-motivated and target-driven.

Ability to work independently and as part of a team.

Perks & Benefits

Competitive salary with attractive commission structure.

Flexible working arrangements.

High-quality leads provided.

Ongoing professional development and training.

Career progression opportunities.

Why Join Us?

If you are a motivated and client-focused financial professional, we would love to hear from you!