Mortgage and Protection Adviser

Spicerhaart; Guildford; On-site; GBP 22,000 - 28,000; Full time

Job summary

A property services company in Guildford is seeking an experienced Mortgage and Protection Adviser to generate client relationships and provide exceptional service. The role involves engaging effectively with clients, following up on leads, and maximizing in-branch opportunities. A CeMAP qualification is essential. The position offers a basic salary between £22,000 - £28,000, with potential earnings of £40,000 to £60,000+ per year and a range of benefits.

Benefits

Fully uncapped commission scheme

Guaranteed monthly payments for up to 6 months

Company car or monthly allowance

Dedicated training and coaching

Employee 24/7 Assistance Programme

Qualifications

• Proven experience in mortgage and protection advising.
• Ability to build and maintain client relationships.
• Strong communication skills across various platforms.

Responsibilities

• Generate and maintain client relationships and business.
• Follow up on leads from the Estate Agency team.
• Provide exceptional client care from beginning to end.

Skills

Engaging with people

Multitasking

Relationship management

Accountability for KPIs

Strong presence on camera

Education

CeMAP qualification or equivalent

Job description

Overview

Experienced Mortgage and Protection Adviser

– Guildford –

To be considered for this role, you must hold CeMAP qualification or equivalent.

What’s on offer to you as a Mortgage and Protection Adviser?

• On target earnings of £40000 to £60000+ per year
• Fully uncapped commission scheme
• £22,000 - £28,000 Basic salary (dependent on experience)
• Guaranteed monthly payments whilst building a pipeline, for up to 6 months
• Company car, OR £250 monthly car allowance
• Company laptop
• Bespoke digital marketing package
• Dedicated training and coaching to support your ongoing development and progression
• A chance to build on your career, with a set, clear career path
• Employee 24 / 7 Assistance Programme

What do you need to be good at?

• Engaging with people from all walks of life. You’re able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels
• Spinning a lot of plates, you’ve mastered multitasking and excel at managing numerous responsibilities and tasks
• Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained
• Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals
• Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships
• Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach

Your responsibilities as a Mortgage and Protection Adviser

• Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment
• Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client
• Generate your own leads and business
• Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client.
• Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.

Working Hours

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

The finer details :

It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification.

Experience of Mortgage and Protection Advising is essential.

We are currently conducting some interviews using video software.To be eligible to proceed in our recruitment process, you will need :

• Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
• We’ll need evidence of your right to work in the UK, in the form of :
• Passport / Birth Certificate

We will also need

• Proof of Address
• National Insurance
• Full UK Driving Licence
• Subject to passing probationary period