Current Career Opportunities

Financial Adviser

Financial Adviser

  • Oxfordshire
  • Sales
Botley Financial Adviser

This is an exciting opportunity to join our Botley Office as a Financial Adviser. We are looking for an enthusiastic, qualified individual who will help our clients find the most suitable mortgage and protection products whilst offering the highest level of customer service. The ideal candidate will be sales driven with a strong need to succeed.


Meeting performance targets set out by AJMS.

Ability to drive referrals from branch network

Fact find effectively to establish the client’s current finances and future aspirations.

Provide high quality professional mortgage advice and explain different types of mortgages available to the client.

Explain required insurance products so that clients can make informed choices. Help the client through the home buying process.

Communicate with estate agents, mortgage lenders, solicitors and insurance providers.

Ensure all regulatory documentation completed within the required timescale and meeting the quality standards set.

Support additional income streams such as referrals for wills, conveyancing etc Follow any training and development plan agreed to improve performance.

Adheres to all company policies and procedures as set by Company.

Embrace company values and promote them effectively.

Embrace company ethos in treating customers fairly.

Keeping up to date with monthly CPD in line with the FCA requirements


Good communication and listening skills. Organised and target driven.

Willingness to learn new skills.

The ability to explain complex information clearly and simply. Excellent customer service skills.

Honest and trustworthy attitude. Respect for confidential information.

Full Cemap qualifications or equivalent.

In return, you can expect to receive:

On target earnings of £80,000 Uncapped commission earnings.

Dedicated administration support.

Full sales and protection training

Apply Now