Mortgage and Protection Advisor

£30000 - £70000 per annum + benefits | London

Job Title: Mortgage & Protection Advisor

Location: City, London

Salary: Up to £30,000 with an OTE of £60-70,000

Working Hours: Monday to Friday 9am to 5.30pm

Benefits:

  • 20 days holiday plus bank and public holidays
  • Pension scheme
  • Life Cover
  • Income Protection
  • Ongoing training and development
  • Incentives and rewards
  • Quarterly commission

About the role

We have a great new position for an experienced Mortgage & Protection Advisor with a specialist new build and shared ownership whole of market broker based in London. Our client is a leading mortgage advisory business for affordable housing.

Responsibilities and Experience required for the role of Mortgage & Protection Advisor

  • Identify customer financial needs and advise them on suitable products to meet their requirements
  • Ensure customers understand the products and services
  • Complete customer interviews by appointment and on demand and make sure sales meet customer’s needs
  • Deliver a professional and credible service
  • Work toward sales targets
  • Comply with FCA regulations, ensuring cases meet all regulatory requirements
  • Comply with all policies, procedures and standards e.g. Data Protection, Financial Crime, Treating Customers Fairly, complaints procedures etc.
  • Previous experience as a face to face Mortgage & Protection Advisor is essential along with the full CeMap or other industry recognised qualification.
  • Willingness to learn new skills
  • Excellent, empathetic communicator with a real flair for getting into the detail of things
  • Proven track record in working in a targeted sales environment
  • Previous use of mortgage specific software
  • Attention to detail
  • Highly energised and motivated about helping a customer buy a home
  • Ability to provide clients with desirable, whole of market options alongside exclusive products

For more information regarding the role of Mortgage & Protection Advisor please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days

Apply for this job

Note: CV uploads must be PDF or MS Word format, 2MB max size
Fields with * are required
I consent to storing and processing my personal data as outlined on the 'How manages and uses your personal data' page.

emailSubscribe to our newsletter and stay up to date with everything Stellar Select