Mortgage Advisor

Mortgage Advice Bureau

Horwich

Hybrid

GBP 40,500 - 49,500

Full time

14 days+

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Benefits offered by this job

Rising holiday entitlement up to 30 days

Birthday off work

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

In-house leadership academy

Job summary

Join an established industry leader in financial services as a Mortgage & Protection Advisor. This role offers a dynamic sales environment where you will provide exceptional customer service and financial advice. With a commitment to integrity and professionalism, you will collaborate with industry experts to empower clients in their financial journeys. Enjoy a competitive salary, flexible hours, and generous perks, including private healthcare and rising holiday entitlement. This is an exciting opportunity to grow your career with a forward-thinking company that values teamwork and innovation.

Qualifications

CeMAP qualified with proven sales experience in a regulated finance environment.
Ability to adapt quickly and handle objections effectively.

Responsibilities

Engage with leads and provide tailored financial product recommendations.
Maintain knowledge of lender criteria and ensure compliance with regulations.

Skills

Sales Target Achievement

Customer Service Excellence

Objection Handling

Attention to Detail

Financial Product Knowledge

Education

CeMAP qualified or equivalent

Job description

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Multi Award Winning MAB Adviser Recruitment Manager | Headhunter | Talent Scout | Leader

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!