Mortgage And Protection Advisor

OE Recruitment Solutions; Warrington; On-site; GBP 26,000 - 35,000; Full time

Job summary

A dynamic recruitment firm in Warrington is seeking a Mortgage and Protection Advisor. This role involves delivering exceptional service while reviewing and advising clients on mortgage and protection products. The ideal candidate should have a CeMAP qualification, at least 24 months of experience, and a track record of success within Financial Services. A strong customer service ethic and enthusiasm for learning are essential for this position, along with the ability to work well in a team and drive towards achieving goals.

Qualifications

• Demonstrable track record of success in mortgage and protection advice.
• Minimum 24 months advising experience in a whole of market brokerage.
• Good standard of English grammar and presentation.

Responsibilities

• Deliver exceptional customer service and support.
• Review clients' mortgage and protection requirements.
• Research market for suitable products.

Skills

Customer service

Financial Services knowledge

Communication

Enthusiasm to learn

Education

CeMAP qualification or industry equivalent

Tools

Mortgage-specific software

Job description

About the job Mortgage And Protection Advisor

Mortgage and Protection Adviser

You will be joining an experienced team of mortgage and protection advisors who pride themselves in first class customer service, drive and high-quality industry knowledge and experience.

The is a unique opportunity to grow within a strong dynamic company, who pride themselves on both service and excellence.

You will deliver exceptional service, working closely with internal departments and directors to make fair and responsible decisions based on customer information swiftly and diligently. We pride ourselves on speed, accuracy, service, and a can-do attitude.

You will receive full support and have access to a whole of market mortgage panel, exclusive mortgage products and excellent insurance providers. You will be responsible for reviewing the mortgage and protection requirements across a wide range of clients, providing research of the market and identifying suitable products.

Working hours – 37.5hrs

Salary - £26k to £35k depending on experience plus bonus

CeMAP qualification or industry equivalent

Demonstrable track record of success and knowledge within Financial Services, specialising in mortgage and protection advice.

Excellent understanding of your local market movement, activities, and competitors

Enthusiasm to learn and continuously develop your knowledge and skills.

Passionate about the company you work for and your team to really embed our values and processes.

Advisers must be personable, easy to work with and share the company ethos of treating customers fairly and always offering an excellent service.

A hunger to earn. A drive to work hard and reap the rewards from your dedication.

Ability to communicate with others in a professional and helpful manner both face to face and on the telephone.

Good standard of English grammar, spelling and takes pride in presentation of work.

Dedication, loyalty, diligence, and efficiency. Punctual with a tidy manner.

Access to proven and current lead sources

Have a minimum of 24 months mortgage and protection advising experience within a whole of market brokerage.

Proven use of mortgage-specific software

Full driving licence

Experience of advising on a range of products including residential, BTL, commercial and bridging.