Mortgage and Protection Advisor

The Openwork Partnership; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading financial services business in London is seeking a passionate Mortgage and Protection Advisor. The role involves managing client enquiries, providing tailored mortgage advice, and building meaningful client relationships. The advisor will benefit from ongoing career development, a supply of quality leads, and a supportive team environment, all while enjoying a competitive salary and bonus package.

Benefits

Market leading salary and bonus package

Ongoing professional development opportunities

Flexible working options

Support from a team of administrators

Qualifications

• Experience in Mortgage and Protection advice.
• Proactive and able to build lasting client relationships.
• Self-motivated and confident in independent work.

Responsibilities

• Manage customer enquiries and follow up on leads.
• Conduct thorough mortgage advice process from start to finish.
• Build strong client rapport to secure positive reviews.

Skills

Customer Service

Relationship Building

Sales,

Education

CeMAP or RO1 Qualification

Job description

Join to apply for the Mortgage and Protection Advisor role at The Openwork Partnership

2 weeks ago Be among the first 25 applicants

Join to apply for the Mortgage and Protection Advisor role at The Openwork Partnership

Are you an experienced Mortgage and Protection Adviser keen to join a thriving business, in an employed role, with opportunities for ongoing development, a flow of quality leads and a genuine opportunity to grow your reach your true earning potential.

This is a role well suited to an experienced and quality-focused Mortgage and Protection Adviser who wants to be part of a modern and evolving Financial Services Business with a bright future. To be successful in this role you will be passionate about exceeding expectations and consistently delivering great customer outcomes.

This role offers a solid supply of quality leads, a really positive working culture, and superb benefits, as well as a market leading salary and bonus package. Additionally, the business is renowned for its exceptional charity and community work and have an unrivalled reputation in the local market.

Core Day To Day Duties Will Include

• Responsibility for managing customer enquiries and following up on leads promptly
• Managing the Mortgage advice process end to end
• Responsibility for conducting a thorough fact find, carrying out the required product research and providing a suitable recommendation
• Working with customers to explore their longer-term protection needs and preferences; guiding them through a full suite of products and services
• Building outstanding client rapport to achieve high levels of protection conversion and generating positive reviews and securing future business
• You will be building and nourishing relationships with clients who really value quality service
• You will be provided with leads from varied sources but will also be obtaining referrals and maximising other new business opportunities
• You will have access to whole of market mortgage advice and will be responsible for cases from start to finish with the support of an administration team
• You will benefit from varied and flexible working options but ideally will spend at least one day per week in the office
  
  

If you are a talented and passionate Mortgage and Protection Adviser who comes from a whole of market, or brokerage background, and who genuinely puts the clients’ needs at the heart of everything you, then this may be the role you have been looking for!

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.

We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission as well as additional benefits and will benefit from the support of a great team of administrators, as well as an award-winning network.

If you are an experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss further. We would love to hear from you and all conversations take place in the strictest confidence.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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