Mortgage and Protection Adviser - Hybrid

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals; London; Hybrid; GBP 75,000 - 85,000; Full time

Job summary

Join a forward-thinking company as a Mortgage and Protection Adviser, where you will play a vital role in driving residential mortgage sales and enhancing customer satisfaction. This hybrid role offers the flexibility of working from home while engaging with clients in Essex and East London. You will have access to a comprehensive database, leading mortgage products, and a dedicated personal assistant to help manage your caseload. With a strong emphasis on ethical practices and customer service, this position is perfect for self-motivated individuals eager to grow in a supportive environment that values trust and honesty.

Benefits

Free parking at head office

Pension

31 days holiday

Discounted staff rates for financial advice

Collaboration with national and local advisers

Dedicated Personal Assistant

Advanced CRM system

Regular CPD events and training

Qualifications

• Minimum of 12 months financial services experience in financial advice.
• Proven sales success and compliant practice with CAS status.

Responsibilities

• Provide tailored mortgage advice to customers via phone, video, or in-person.
• Ensure FCA compliance in all regulated activities.
• Maintain accurate records in line with CRM standards.

Skills

Financial Services Experience

Sales Success

Communication Skills

Relationship Management

Microsoft 365 Proficiency

Education

Certificate in Mortgage Advice (CeMAP)

Tools

CRM Systems

Job description

Mortgage and Protection Adviser - Hybrid

Mortgage and Protection Adviser - Hybrid

• Location: Southeast & London
• Salary: £75k to £85K OTE including bonus, pension, and benefits
• 8.30am to 5.30pm Mon to Thu, 8.30am to 5pm Fri
• Work Style: Hybrid / Work from Home; Head Office near Brentwood, Essex - field work around Essex, East London and surrounding areas
• Please note that you MUST be located within Essex or East London (or at least nearby within reason) in order to qualify for this role, as you will attend appointments within these areas and you will need to visit the field office once per week

Mortgage and Protection Adviser - Hybrid - The Role:

Join us as a Mortgage and Protection Adviser and become a key player in driving our residential mortgage sales and boosting customer satisfaction. Be the face of residential mortgage advice, reporting to the adviser team management, and take charge of expanding business from our established customer database, website, and organic inquiries. Your customer interactions will open doors to referral opportunities with our equity release and wealth management teams, offering additional remuneration prospects. Collaborate with the wider team both in the field and at the office, promoting Financial Services.

Mortgage and Protection Adviser - Hybrid -What We Offer:

• Access to top mortgage lender products from the whole market with leading terms and rates.
• An Extensive database and inquiries from our digital marketing channels and partnerships department.
• Dedicated Personal Assistant to support you, managing cases from application to completion.
• Pre-qualified appointments from our Customer Contact Centre booked directly into your diary.
• Advanced CRM system to generate inquiries and manage your pipeline.
• IT and marketing support from our internal departments.
• Regular CPD events, training, and product updates from lenders.

Mortgage and Protection Adviser - Hybrid - Your Responsibilities:

• Provide tailored mortgage advice to customers via phone, video, or in-person.
• Deliver comprehensive recommendations, including KFIs and Suitability Reports.
• Proactively contact customers and maximize all inquiries using our database.
• Ensure FCA compliance in all regulated activities.
• Maintain accurate records in line with our CRM digital record-keeping standards.
• Follow the company's sales process for customer communications.
• Adhere to Consumer Duty principles and compliance.
• Participate in training courses and CPD activities.

Mortgage and Protection Adviser - Hybrid - Your Qualifications:

• Minimum of 12 months financial services experience in financial advice.
• Proven sales success and compliant practice with CAS status.
• Excellent written and verbal communication skills.
• Experience managing professional relationships.
• Sales environment experience with targets.
• Proficiency in Microsoft 365 and industry-standard software.
• Certificate in Mortgage Advice (CeMAP).

Mortgage and Protection Adviser - Hybrid - Personal Attributes:

• Ethical and customer service focused.
• Efficient time management.
• Caring, empathetic, and initiative-taking attitude.
• Collaborator with self-motivation.
• Commitment to exceptional advice and service, aiming for excellent online reviews.

Bring your unique qualities and we'll support your growth in our expanding company. Our core values are Trust, Honesty, and Service, reflected in our flexible working approach.

Other Benefits:

• Free parking at head office.
• Collaboration with national and local advisers.
• Pension.
• 31 days holiday (including bank holidays, and Christmas closure.
• Career progression with a growing national company.
• Discounted staff rates for financial advice.

Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions.

We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration.

Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.

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