A Day in the Life of a Self-employed Mortgage and Protection Adviser
Craig Valente-Wallis, Self-employed Mortgage and Protection Adviser talks us through his role in detail from his initial background in previous roles to what its like to be a self-employed mortgage adviser, along with giving some words of wisdom for anyone considering the role. What does a Mortgage Adviser do? I’m Craig Valente-Wallace, a Mortgage and […]
A Day in the Life of a Protection Specialist
Nina Brown, Protection Specialist Adviser A really varied role The main reason I enjoy being a protection specialist, is the fact not one day is the same. No two sets of clients will ever be identical, everyone’s circumstances and situations differ, which results in my advice being tailored to each. It’s important that I understand […]
A Day in the Life of a Protection Business Development Manager
Vikki Carey, Business Development Manager What does it mean to be a Business Development Manager (BDM)? Well, I guess primarily it’s to increase the sales from a panel of advisers, but it’s so much more than just that. A BDM is the main contact for advice firms when they’re working with a provider or lender, […]