Mortgage Consultant

JR United Kingdom; Portsmouth; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a skilled Mortgage & Protection Advisor to join their dynamic team. This role offers the opportunity to provide tailored advice to clients while ensuring compliance with financial regulations. You will be responsible for assessing clients' needs and guiding them through the mortgage process. With a strong focus on customer service and a supportive work environment, this position promises lucrative earning potential and opportunities for career progression. If you are motivated, resilient, and passionate about helping clients achieve financial security, this role is perfect for you.

Benefits

Flexible working pattern

Ongoing training and development

Back-office admin support

Opportunity to work 4 days a week

Lucrative earning potential

Qualifications

• Proven experience as a Mortgage & Protection Advisor with a strong track record.
• Strong understanding of the Mortgage & Protection market and regulations.

Responsibilities

• Provide comprehensive Mortgage & Protection advice to clients.
• Assess clients’ financial circumstances for suitable products.
• Deliver exceptional customer service and maintain long-term relationships.

Skills

CeMAP qualification

Mortgage & Protection advice

Communication skills

Interpersonal skills

Numeracy

Job description

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Job Title: Mortgage & Protection Advisor

Location: Flexible - Home based / Office based / Hybrid working

Job Type: Full-Time

About Us:

Action Financial Services was established in 2010 with offices Portsmouth, Hampshire. We are a Key Account of Quilter. Quilter Financial Planning network are one of the largest networks in the UK. Action Finance aim to create long term relationships with their clients by becoming a trusted intermediary for Mortgage and protection advice. With access to multiple offices, including London, we are proud to support their clients both locally and nationally. We believe in offering clients first rate face to face or remote advice services. We ensure that our clients receive the best advice tailored to client individual needs. We also have the knowledge and experience to offer clients a full range of insurance services, whether it be to protect homes, life’s or businesses, should the worst happen. Our aim is also to help clients achieve security and peace of mind by offering mortgage market advice with an honest approach. We also have associations with Financial Planners which, via introductions, can produce another income stream.

We are currently seeking an experienced skilled Mortgage & Protection Sales Advisor to join our dynamic team and assist clients in securing the bespoke solutions for their family and/or business. The company's ethos is based around customer service and helping customers find the best Mortgage & Protection products and solutions for them, so it is essential the right candidate has this same mindset.

Key Responsibilities:

• Provide comprehensive Mortgage & Protection advice to a diverse range of clients.
• Assess clients’ financial circumstances to determine suitable Mortgage & Protection products.
• Offer guidance on Protection products related to the Mortgage process, such as life assurance, protecting your income, your family and your home.
• Maintain up-to-date knowledge of the Mortgage & Protection market and related financial products.
• Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions.
• Prepare and submit detailed Mortgage & Protection applications on behalf of clients.
• Ensure compliance with all relevant regulations and laws.
• Deliver exceptional customer service, building and maintaining long-term client relationships.

Requirements:

• CeMAP qualification and competent adviser status.
• Proven experience as a Mortgage & Protection Advisor, and a strong track record servicing client banks.

Experience required for the role:

• Strong understanding of the Mortgage & Protection market and financial regulations.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• High level of numeracy and attention to detail.
• Commitment to continuous professional development.
• Resilient, positive and friendly attitude.
• Motivated to be successful.
• Always doing the right thing by the customer.
• Able to work under pressure and build strong alliances.

We Offer:

• Lucrative earning potential with access to a strong client bank (has only become available due to ill health of our top producer).
• Opportunities for career progression.
• Supportive and collaborative work environment.
• Ongoing training and development.
• Servicing a vast client bank with an abundance of mortgage end dates to service.
• Flexible working pattern (home and office based).
• Back-office admin support.
• Opportunity to work 4 days a week.

How to Apply:

Please send your CV and a cover letter detailing your experience and why you would be a perfect fit for this role to [emailprotected]