Mortgage Advisor

Premier Jobs UK; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A growing advisory firm in the City of London is seeking a Mortgage & Insurance Advisor to manage an existing client bank. The role involves providing expert advice on both mortgages and insurance, working closely with the Director to achieve high levels of performance. The firm offers a salary of £30,000 – £40,000, a tiered bonus structure, and hybrid working opportunities after an initial period in the office.

Benefits

Tiered bonus structure

Hybrid working arrangement

Supportive team culture

Qualifications

• Must have strong experience in writing good, high-level mortgage and protection advice.
• Must have CAS for mortgages and insurance advice.
• Must be motivated by providing great service and achieving high levels of performance.

Responsibilities

• Takeover the client bank from the Director and hold up to 10 client meetings per week.
• Work closely with the Director to receive regular, quality leads.
• Provide both mortgages and insurance advice.

Skills

High-level mortgage advice

Insurance advice

Strong conversion rate

Education

CeMAP or equivalent

CAS for mortgages and insurance advice

Job description

Overview

This employed Mortgage & Insurance Advisor job is available to takeover the client bank from a busy Director who wants to focus on strategic tasks moving forwards. The Director has a personal client bank of several hundred and regularly wins business from speaking at events.

This is ideal for a Mortgage & Insurance Advisor who enjoys being very busy, you could realistically be holding 10 client meetings per week. Due to the nature of the leads being from existing clients or from warm enquiries you should expect over 50% conversion rate!

Your business mix will consist of both mortgages and insurance advice, so you must be knowledgeable, passionate, and skilled in both areas of advice.

It is important you work closely with the Director of the business, as he will be able to keep you well fed with regular, quality leads. As such, to get off to a flying start, our client would like you to regularly present in the City of London office, with potential to introduce some home working after 3–6 months (hybrid thereafter).

Mortgage Advisor Requirements

• Must have strong experience in writing good, high‑level mortgage and protection advice and a strong conversion rate.
• Must have CAS for mortgages and insurance advice.
• Must have CeMAP or equivalent.
• Must be motivated by providing great service and achieving high levels of performance.

The Company

Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount, working closely with the Directors on their personal client bank, freeing them up to focus on strategic growth of the business.

Mortgage Advisor Benefits

• Salary of £30,000 – £40,000 plus tiered bonus structure based on achieving milestones and various metrics.
• Hybrid working: from the City of London office and work from home (largely office based during initial bedding‑in period).
• Supportive team culture.

Locations

City of London

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