Mortgage and Protection Advisor

Sahasraa Solutions; Gateshead; Remote; GBP 34,000 - 40,000; Full time

Job summary

A national financial planning firm is seeking a dedicated Mortgage and Protection Advisor to work from home. The ideal candidate will have extensive experience in mortgage and protection advice, a client-first approach, and the ability to proactively generate business. Enjoy competitive pay, comprehensive benefits, and the opportunity to work in a supportive, inclusive culture.

Benefits

Salary up to £40,000 plus bonuses

Pension and life assurance

Income protection and health cash plans

Ongoing wellbeing programmes

Home-based working

Qualifications

• 3+ years mortgage advice experience in multi-tied or whole of market.
• 3+ years protection advice experience required.
• Enthusiastic and client-focused attitude essential.

Responsibilities

• Providing mortgage and protection advice primarily via phone or video.
• Identifying additional business opportunities to enhance client services.
• Collaborating with Mortgage Administrators for client support.

Skills

Client Service

Business Development

Holistic Financial Advice

Education

CeMAP Qualified

Lifetime Mortgage Qualifications

Job description

Join to apply for the Mortgage and Protection Advisor role at Sahasraa Solutions

This employed, home-based Mortgage & Protection Advisor job is within a growing national financial planning firm.

As a Mortgage & Protection Advisor, you will benefit from a regular flow of mortgage leads, often with affluent clients. The company emphasizes providing holistic advice including protection products.

You are expected to proactively identify additional business opportunities to support the business and increase your output. The firm values high client and team member retention, fostering an inclusive team culture.

This is a home-based role, primarily advising via video or telephone, with some face-to-face meetings as needed. Support is provided by Mortgage Administrators.

Mortgage Advisor Requirements

• Current Mortgage Advisor with experience delivering quality client service
• Ideally 3+ years mortgage advice experience, preferably in a whole of market/multi-tied environment
• At least 3+ years protection advice experience
• Fully CeMAP qualified or equivalent; those working towards advanced CeMAP and Lifetime Mortgage qualifications are desirable
• Enthusiastic, forward-thinking, committed to doing the right thing, and caring for clients and colleagues

The Company

This growing IFA firm is led by respected industry professionals, committed to an inclusive culture and goal-based financial planning. They aim to create a great workplace with a friendly, fair, and supportive environment, promoting wellbeing and rewarding staff generously.

Benefits

• Salary up to £40,000 plus bonuses
• Company benefits including pension, life assurance, income protection, health cash plans, and salary exchanges
• Ongoing wellbeing programmes
• Home-based working with occasional visits to their Newcastle office (discussed at interview)

Locations

Newcastle

Liability and Disclaimer: While efforts are made to ensure accuracy, no liability is accepted for reliance on the information provided.

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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Posted in Newcastle Upon Tyne and nearby areas within the last few weeks.