Mortgage and Protection Adviser

Spicerhaart Group Ltd.; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading mortgage firm is seeking a Self-Employed Mortgage & Protection Advisor. This fully remote position offers flexible working and a strong network of leads to help grow your business. Ideal candidates will have experience in the mortgage brokerage market, hold CeMAP or MAQ, and excel in communication skills. Join us to enhance your client base and achieve your professional goals while receiving comprehensive support.

Benefits

Generous commission splits

Flexible working model

Social media support with digital marketing suite

Qualifications

• Experience within the mortgage brokerage market.
• Confident in presenting and overcoming challenges.
• Understanding of compliance regulations.

Responsibilities

• Follow up leads from potential customers to convert into sales.
• Source leads proactively from all available routes.
• Recommend suitable products to customers.

Skills

Strong communication skills

Customer experience passion

Proactive and self-motivated

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Overview

Self-Employed Mortgage & Protection Advisor
Location: Remote (with occasional meetups in Worcester/Gloucester area)

An exciting new opportunity with one of our Principal firms, a dynamic and rapidly growing business based in Worcester, for an experienced Mortgage and Protection Advisor. This firm has enjoyed a phenomenal start and continues to thrive, with a strong network of introducers providing a consistent flow of quality leads. This position is ideal for a self-employed advisor looking to supplement their existing client base with regular, qualified opportunities.

Key Highlights:

• Self-employed, fully flexible, and fully remote working model
• Strong lead flow from a wide network of introducers
• Ideal for an advisor looking to top up their pipeline and grow their business
• Occasional in-person support meetings – being commutable to Worcester/Gloucester is beneficial
• Social media support with full digital marketing suite
• Our full Just Mortgages support system
• Generous commission splits
• Additional income from in house referral opportunities

Expectations

As a Mortgage and Protection Adviser you can expect to:

• Follow up leads from potential customers to convert into sales
• Source leads proactively from all available routes
• Recommend the most suitable product to suit the customer s needs, priorities and circumstances within a regulatory environment
• Assess customer affordability in order to lend responsibly and in line with regulations
• Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
• Ensure market knowledge is continuously developed and maintained
• Build and forecast a pipeline with accuracy on completion
• Demonstrate continuous improvement in terms of conversions

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:

• Hold Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ)
• Experience within the mortgage brokerage market
• Have a consistent track record of achieving your goals within your current role
• Be proactive and self-motivated, with a proven track record of exceeding targets
• An excellent understanding of the mortgage market, products and services
• Confident in presenting
• Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
• Experience of Financial Services sales and understanding of compliance regulations
• A passion for achieving a fantastic customer experience
• You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006

(Please note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)

Apply

APPLY TODAY! Feel free to reach out for a CONFIDENTIAL CHAT.

Contact: Call 07738406752 or email [provided contact details].