Mortgage and Protection Advisor

TN United Kingdom; Sheffield; On-site; GBP 22,000 - 28,000; Full time

Job summary

An established industry player is seeking a Mortgage and Protection Adviser in Sheffield. This full-time role offers a competitive salary with uncapped commission potential and a clear career path. As a key player in the finance sector, you will engage with diverse clients, generate leads, and provide exceptional customer service. The position requires strong communication skills and the ability to multitask effectively. Join a supportive team with dedicated training and development opportunities, and make a significant impact in helping clients secure their financial futures.

Benefits

Company Car or Monthly Car Allowance

Company Laptop

Guaranteed Monthly Payments

Dedicated Training and Coaching

Employee Assistance Programme

Qualifications

• Must hold CeMAP qualification or equivalent.
• Experience in Mortgage and Protection Advising is essential.

Responsibilities

• Generate and maintain client relationships and business.
• Provide exceptional client care from beginning to end.
• Collaborate with various teams to ensure efficient processes.

Skills

Communication Skills

Multitasking

Customer Service

Relationship Management

Lead Generation

Education

CeMAP Qualification

Equivalent Industry Qualification

Tools

Video Software

CRM Systems

Job description

Social network you want to login/join with:

Mortgage and Protection Advisor, Sheffield

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Client:

Location:

Sheffield, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

03f59fd54e85

Job Views:

6

Posted:

24.04.2025

Expiry Date:

08.06.2025

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Job Description:

Overview

Experienced Mortgage and Protection Adviser
– Sheffield –

To be considered for this role, you must hold CeMAP qualification or equivalent.

What’s on offer to you as a Mortgage and Protection Adviser?

• On target earnings of £40000 to £60000+ per year
• Fully uncapped commission scheme
• £22,000 - £28,000 Basic salary (dependent on experience)
• Guaranteed monthly payments whilst building a pipeline, for up to 6 months
• Company car, OR £250 monthly car allowance
• Company laptop
• Dedicated training and coaching to support your ongoing development and progression
• A chance to build on your career, with a set, clear career path
• Employee 24/7 Assistance Programme

What do you need to be good at?

• Engaging with people from all walks of life. You’re able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels
• Spinning a lot of plates, you’ve mastered multitasking and excel at managing numerous responsibilities and tasks
• Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained
• Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals
• Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships
• Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach
  
  

Your responsibilities as a Mortgage and Protection Adviser

• Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment
• Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client
• Generate your own leads and business
• Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client.
• Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.

Working Hours

• This role is full time office based
• Monday - Friday 08:30 - 18:00
• Alternate Saturdays 09:00 - 17:00
• Day off in lieu when working a Saturday

The finer details:

It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification.

Experience of Mortgage and Protection Advising is essential.

We are currently conducting some interviews using video software.To be eligible to proceed in our recruitment process, you will need:

• Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
  
  
• We’ll need evidence of your right to work in the UK, in the form of:
• Passport/Birth Certificate

We will also need

• Proof of Address
• National Insurance
• Full UK Driving Licence

* Subject to passing probationary period