Mortgage and Protection Advisor (Leads Provided)

Just Mortgages; Glasgow; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services company seeks a motivated Mortgage and Protection Advisor for a flexible, self-employed role in Glasgow. You will convert leads, assess customer needs, and achieve individual targets, supported by a strong mentoring program and marketing assistance.

Benefits

Leads provided

Social media support

Mentor and coaching

Commission splits

In-house referral opportunities

Qualifications

• Experience in mortgage brokerage market needed.
• Track record of achieving sales targets required.

Responsibilities

• Follow up leads and convert into sales.
• Assess customer affordability and recommend suitable products.
• Continuously develop market knowledge.

Skills

Proactive

Self-motivated

Strong communication skills

Interpersonal skills

Education

Certificate in Mortgage Advice and Practise (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry.

One of our Principal firms that introduce to Just Mortgages are looking for an experienced Mortgage and Protection Advisor to be based in the Glasgow area. This role is self employed, fully flexible and remote, but the business owner would like to opportunity to occasionally meet up to support, so being commutable into Glasgow is desirable.

Benefits

• Leads provided
• Social media support with full digital marketing suite
• Mentor and one to one coaching from a successful business owner
• Our Just Mortgages support system
• Generous commission splits
• Additional income from in house referral opportunities

Expectations

As a Mortgage and Protection Adviser you can expect to:-

• Follow up leads from potential customers to convert into sales
• Source leads proactively from all available routes
• Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment
• Assess customer affordability in order to lend responsibly and in line with regulations
• Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
• Ensure market knowledge is continuously developed and maintained
• Build and forecast a pipeline with accuracy on completion
• Demonstrate continuous improvement in terms of conversions

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:-

• Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ)
• Experience within the mortgage brokerage market
• Have a consistent track record of achieving your goals within your current role
• Be proactive and self-motivated, with a proven track record of exceeding targets
• An excellent understanding of the mortgage market, products and services
• Confident in presenting
• Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
• Experience of Financial Services sales and understanding of compliance regulations
• A passion for achieving a fantastic customer experience.
• You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)

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