Mortgage and Protection Adviser

Spicerhaart Group Ltd.; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading property services firm is seeking a self-employed Mortgage and Protection Advisor to work remotely from York. You will follow up on leads, source new clients, and recommend products suited to their needs. Successful candidates will have a CeMAP qualification and a strong track record in the mortgage brokerage market. This role offers flexibility, leads, and mentoring support.

Benefits

Leads provided

Admin support available

Social media marketing support

Mentor and coaching

Generous commission splits

Additional income opportunities

Qualifications

• Experience within the mortgage brokerage market.
• A consistent track record of achieving your goals.
• Experience in Financial Services sales and compliance regulations.

Responsibilities

• Follow up leads from potential customers.
• Source leads proactively from all available routes.
• Recommend suitable products to meet customer's needs.
• Achieve set individual targets.
• Build and forecast a pipeline with accuracy.

Skills

Proactive and self-motivated

Strong communication skills

Excellent understanding of the mortgage market

Education

Certificate in Mortgage Advice and Practise (CeMAP)

Job description

Overview

Mortgage and Protection Advisor

Self-employed

York

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

Benefits

• Leads provided
• Admin available if needed
• Social media support with full digital marketing suite
• Mentor and one to one coaching from a successful business owner
• Our 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

• 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)

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Call 07738406752 or email [e-mail]

Equal Opportunities: We welcome diverse applicants and encourage equal employment opportunity for all applicants.