Mortgage and Protection Adviser

Spicerhaart; Lancashire; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading independent property group is seeking an experienced Mortgage and Protection Advisor for a flexible remote role based in the Blackpool/Lancashire area. The advisor will follow up leads, source new ones, and assess customer affordability, all while ensuring a fantastic customer experience and achieving individual targets. Successful candidates should hold the CeMAP certification and have a strong understanding of the mortgage market.

Qualifications

• Experience within the mortgage brokerage market.
• Track record of achieving goals in the current role.
• Excellent understanding of the mortgage market, products, and services.

Responsibilities

• Follow up leads to convert into sales.
• Source leads proactively and recommend suitable products.
• Assess customer affordability responsibly.

Skills

Proactive

Communication skills

Customer experience focus

Self-motivated

Presentation skills

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Job description

One of our Principal firms that introduce to Just Mortgages are looking for an experienced Mortgage and Protection Advisor to be based in the Blackpool/Lancashire area. This role is self‑employed, fully flexible and remote, but the business owner would like the opportunity to occasionally meet up to support, so being commutable into the area is desirable.

Responsibilities

• 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

If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.

Qualifications

• Hold Certificate in Mortgage Advice and Practise (CeMAP) or alternative
• 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.)

About Just Mortgages

Just Mortgages is part of Spicerhaart: the UK's largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages has grown to be one of the leaders in both innovation and technology in its industry.