Mortgage and Protection Adviser

Just Mortgages; Milton Keynes; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable mortgage firm based in Milton Keynes seeks a Mortgage and Protection Adviser. This fully remote, self-employed role provides leads, marketing support, and opportunities for mentorship. Ideal candidates have a strong track record, relevant qualifications, and a proactive mindset to achieve customer satisfaction.

Benefits

Monthly high-quality leads provided

Social media support with full digital marketing suite

Generous commission splits

Mentorship from a successful Mortgage Advisor

Qualifications

• Experience within the mortgage brokerage market.
• A consistent track record of achieving goals.
• Understanding of compliance regulations.
• Right to work in the UK.

Responsibilities

• Follow up leads and convert them into sales.
• Proactively source leads from various routes.
• Recommend suitable mortgage products to customers.
• Assess customer affordability responsibly.
• Achieve individual targets and contribute to team performance.

Skills

Proactive and self-motivated

Strong communication skills

Excellent understanding of the mortgage market

Confident in presenting products

Education

Certificate in Mortgage Advice and Practise (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Overview

Mortgage and Protection Adviser

We have an exciting opportunity with one of our Principal firms based in Milton Keynes. This is a long standing business with a great reputation, and they are looking for an experienced Mortgage and Protection Adviser to join the team. They have a number of introducing sources, so this role would be perfect for an experienced mortgage adviser to join and receive a top of flow of leads as a top up to their self generation efforts.

This role is self-employed, fully flexible and fully remote, but the business owner would like the opportunity to occasionally meet up to provide support, so being commutable into Milton Keynes and the surrounding area would be ideal.

Benefits

• Leads provided – Monthly high quality leads provided
• Social media support with full digital marketing suite
• Our full Just Mortgages support system
• Generous commission splits
• Additional income from in house referral opportunities
• Mentor and coaching from a successful Mortgage Advisor

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 Practise (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)

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