Hybrid Mortgage & Protection Adviser | High Earning Potential

Openwork Limited; Stourbridge; Híbrido; GBP 30.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work arrangement

Leads generated monthly

Performance-based bonus

Training & development

Descripción de la vacante

Infinity Financial Advice is seeking an experienced Mortgage & Protection Adviser to join its growing business in Stourbridge. The role focuses on advising clients and writing business, with dedicated case managers and technical support to maximise earnings potential.

The incumbent will manage estate agency generated leads, maintain regulatory compliance, and build strong relationships with estate agents to drive growth.

Formación

• Previous experience as a Mortgage Adviser.
• Experience writing both mortgage and protection business.
• Strong sales and relationship-building skills.
• Excellent organisational and time-management skills.
• FCA regulatory knowledge.

Responsabilidades

• Provide high-quality mortgage and protection advice to new and existing clients.
• Manage and convert estate agency generated leads.
• Build and maintain strong relationships with estate agency partners.
• Conduct client fact-finds and recommend suitable mortgage and protection solutions.
• Manage a busy pipeline of new enquiries, applications and follow-up appointments.
• Deliver exceptional customer service throughout the client journey.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Work collaboratively with case managers and support staff to ensure positive client outcomes.
• Proactively generate additional opportunities through referrals and existing relationships.

Conocimientos

Mortgage advice

Client relations

Regulatory compliance

Sales skills

Descripción del empleo

Infinity Financial Advice is seeking an experienced Mortgage & Protection Adviser to join its growing business in Stourbridge. The role focuses on advising clients and writing business, with dedicated case managers and technical support to maximise earnings potential.

The incumbent will manage estate agency generated leads, maintain regulatory compliance, and build strong relationships with estate agents to drive growth.