Mortgage and Protection Adviser

Just Mortgages; Cardiff; On-site; GBP 22,000 - 28,000; Full time

Job summary

A mortgage brokerage in Cardiff is seeking a full-time Mortgage Advisor. The role involves engaging with clients, managing relationships, and delivering exceptional customer service. Candidates must have a CeMAP qualification and experience in mortgage advising. The position offers competitive on-target earnings of £40,000 to £60,000+, along with additional benefits and ongoing training.

Benefits

Uncapped commission scheme

Company car or £250 monthly allowance

Ongoing training and career development

Qualifications

• Experience in Mortgage and Protection Advising is essential.
• Must have legal right to work in the UK with relevant documentation.
• Full UK driving licence required.

Responsibilities

• Engage with clients through various communication channels.
• Manage multiple responsibilities while meeting KPIs.
• Deliver exceptional customer service throughout the client journey.

Skills

Multitasking

Effective communication

Customer service

Lead generation

Education

CeMAP qualification or equivalent

Job description

Responsibilities:

1. Engage with clients from diverse backgrounds to understand their needs through effective communication via email, phone, face-to-face, and social media channels.
2. Manage multiple responsibilities efficiently, demonstrating strong multitasking skills.
3. Maintain relationships with vendors, buyers, and developers to capitalize on opportunities and ensure high customer service levels.
4. Collaborate with branch peers to identify referral opportunities.
5. Proactively seek new opportunities while maintaining existing client relationships to meet KPIs.
6. Present confidently on camera to engage audiences, generate and sustain client relationships, and maximize business opportunities.
7. Follow up on in-branch leads to maximize client value.
8. Generate new leads and grow your business.
9. Coordinate with various teams to ensure efficient client processes.
10. Deliver exceptional customer service throughout the client journey.

Working Hours:

• Full-time, office-based role
• Monday - Friday, 08:30 - 18:00
• Alternate Saturdays, 09:00 - 17:00
• Day off in lieu when working Saturday

Qualifications and Requirements:

• CeMAP qualification or equivalent is essential.
• Experience in Mortgage and Protection Advising.
• Legal right to work in the UK, with evidence such as passport or birth certificate.
• Proof of address, National Insurance, and full UK driving licence.
• Subject to passing probation.

Equal Opportunities:

We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants regardless of race, religion, gender, sexual orientation, age, disability, or background. Please inform us of any accommodations needed during the recruitment process.

Additional Benefits:

• On target earnings of £40,000 to £60,000+ per year
• Uncapped commission scheme
• Basic salary of £22,000 - £28,000, dependent on experience
• Guaranteed monthly payments during pipeline building phase
• Company car or £250 monthly allowance
• Company laptop
• Digital marketing package
• Ongoing training and career development
• Employee Assistance Programme