Mortgage Adviser

Knight Temple Recruitment; Lancashire; Remote; GBP 33,000 - 40,000; Full time

Job summary

Knight Temple Recruitment's client, an independent financial advice firm, is seeking an experienced mortgage and protection adviser to operate remotely from the UK. Starting salary 33k-40k with a realistic OTE of 65k and uncapped earnings, with appointments generated in-house.

You will handle around twenty cases per month from a vetted stream of fact-finding appointments and possess CeMAP or equivalent, with at least two years of whole-of-market advising experience and a strong track record of

Qualifications

• CeMAP or equivalent required.
• Min 2 years whole of market advising experience.
• Comfort with remote/hybrid work and virtual advising.
• Ability to write around 20 cases per month.
• Proven track record of mortgage and protection business.

Responsibilities

• Provide mortgage and protection advice to clients remotely.
• Work from qualified appointments generated in house.
• Meet target income through high-quality advice.
• Attend vetting process and schedule appointments.

Skills

Remote work

Appointment setting

Sales targets

Education

CeMAP or equivalent

Job description

Starting salary neg. £33, -40,000

Realistic OTE £65,000 (Uncapped)

Our client is an Independent Financial Advice (IFA) firm provding clients with an holsitc apprach within retirement planning, investments, mortgages, equity release and protection.

As part of their contiuned growth they are seeking to appoint an experienced mortgage and protection adviser to work remotely working from qualified appointments generated in house mainly from their existing client base.

The company will on average provide two fact-finding appointments per day to you. These appointments are vetted by their expereienced outbound team before being added to your schedule.

• Hold for Cemap or equivalent.
• Have a minimum of 2 years experience within whole of market advising and of advising virtually.
• CAS is desired but not essential
• Able to work within a fast-paced environemt, typically writing around twenty cases per month.
• You will possess a proven track record of writing quality mortgage & protection business together with a genuine desire to achieve a significant income.

The client has a substantial client bank and is also actively marketing new leads for their mortgage team. They have a highly professional proven vetting process geared to ensuring the appointments they provide you with are of the highest quality.