Mortgage and Protection Advisor

MCS Group; Belfast; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment agency is seeking a Mortgage and Protection Advisor in Belfast. This full-time permanent role includes servicing an existing client portfolio while sourcing new business opportunities. Candidates must have proven experience in the mortgage advisory space and possess a full mortgage qualification. The position offers competitive earnings, a supportive environment, and significant career progression opportunities.

Benefits

Generous commission scheme

Employer pension scheme

25 days holidays + stats

Career progression opportunities

Qualifications

• Proven experience in a mortgage advisor role.
• Strong understanding of protection products.
• Excellent communication and client management abilities.

Responsibilities

• Service existing portfolio and source new business.
• Conduct full analysis of client needs.
• Perform product and market research.
• Manage complex cases and articulate advice clearly.

Skills

Experience in mortgage advisory

Protection skills and knowledge

Customer management skills

Relationship management skills

Education

Full level 3 mortgage qualification (full CEMAP or equivalent)

Job description

Mortgage and Protection Advisor

MCS Group are exclusively partnering with a major UK-wide chartered wealth management firm in the Greater Belfast area to recruit a skilled Mortgage and Protection Advisor.

This is a brand new, full-time permanent position offering hybrid working, genuine professional progression and excellent overall package.

The Company

Our client is a very well-established financial services firm based in the Belfast area and have many offices across the UK. They provide a range of services from mortgage and protection, investment management, wealth management, tax planning and more to their extensive customer base. Now is a great time to be joining the company as they look to add a new Mortgage and Protection Advisor to their established Greater Belfast offices.

The Rewards

• Excellent earning potential with generous commission scheme
• Substantial existing client base with huge influx of referral business
• Full case handling support
• Employer pension scheme
• 25 days holidays + stats
• Huge long-term career progression opportunities

The Role

As the successful Mortgage and Protection Advisor, you will play a key role in:

• Responsibility for servicing own (existing portfolio provided) and sourcing new areas of business
• Completing full analysis of the client's needs
• Undertaking product and market research
• Suitable products considered and research conducted
• Dealing with complex cases, creating reports to accurately articulate the advice provided.
  

The Person

The successful Mortgage and Protection Advisor will meet the following criteria:

• Demonstrable experience in mortgage advisor role - with proven protection skills and knowledge
• Full level 3 mortgage qualification (full CEMAP or equivalent)
• Excellent customer management skills
• Excellent relationship management skills
  

To speak in absolute confidence about this Mortgage and Protection Advisor opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group 02896935531

Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs.

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.