Mortgage Advisor

JR United Kingdom; Horwich; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

An established industry player is seeking passionate Mortgage & Protection Advisors to join their thriving team. This role offers the chance to excel in a dynamic sales environment while providing exceptional customer service. As part of a forward-thinking company, you will be empowered to build meaningful relationships and contribute to financial empowerment. With a competitive salary and generous perks, including private healthcare and rising holiday entitlement, this opportunity is perfect for those looking to take their career to the next level. Join a culture that values teamwork and innovation, where your contributions truly matter.

Benefits

Rising holiday entitlement up to 30 days

Birthday off

Private Healthcare with Vitality Health

Death in service cover

Fee-free products for friends and family

Regular social and charity events

Onsite food provision

'Freebie Fridays'

Cycle to work scheme

Access to training & development

Qualifications

• Proven experience in outbound sales and achieving sales targets.
• Ability to adapt quickly to training and industry changes.

Responsibilities

• Engaging with the New Business team to take qualified leads.
• Delivering impactful sales calls with well-researched recommendations.
• Maintaining thorough knowledge of lender criteria for suitability.

Skills

Sales Skills

Customer Service

Objection Handling

Financial Knowledge

Education

CeMAP qualified or equivalent

Job description

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Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service.

Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking experienced Mortgage & Protection Advisors to join our successful team.

If you thrive in a dynamic sales environment and have a passion for delivering exceptional customer service, we want to hear from you!

These are hybrid roles local to Bolton, 2 days per week in head office so you need to be within commutable distance!

Salary & Benefits that Match Your Ambition:

• Salary: Enjoy a competitive salary with achievable OTE's £45K + in your first year
• Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
• Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much, much more!

A day in the life:

As a Mortgage & Protection Advisor, you'll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment. You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills!

Your responsibilities will include:

• Engaging with the New Business team to take qualified leads
• Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements
• Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability
• Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
• Collaborating closely with lenders to facilitate smooth case processing
• Working in tandem with the Case Management team to work cases towards successful completion
• Proactively following up on leads and diligently chasing cases for updates
• Achieving minimum targets with meticulous care and attention
• Upholding personal performance standards of excellence
• Staying abreast of evolving FCA requirements and industry changes
• Fulfilling CPD requirements to maintain professional competence
• Adhering to company compliance protocols, promptly addressing feedback and implementing necessary actions
• Promoting best advice and setting a stellar example in customer care
• Championing the brand and upholding best practices consistently.

This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.

About the company:

We're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.

Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.

Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry

Role requirements

• CeMAP qualified or equivalent (CF1/CF6/RO5)
• Proven experience of working successfully to sales targets
• Ability to respond quickly to training and adapt to changes within the industry
• Proven experience in outbound sales, objection handling
• Able to carry out processes in a compliant manner
• Able to demonstrate achievements against a wide range of competencies
• Experience in a busy sales environment
• Current experience in a regulated finance company advising on mortgage & protection products

All the perks!

• Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
• Your birthday off work
• Private Healthcare with Vitality Health
• Death in service cover
• Fee-free products for your friends and family
• Regular social and charity events
• Onsite food provision and restaurant facilities at HO, Horwich
• 'Freebie Fridays’ on the first Friday of every month
• Cycle to work scheme
• Access to stimulating training & development
• In-house leadership academy for future leaders