Mortgage & Insurance Advisor - Hybrid, City of London

Premier Jobs UK; City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing advisory firm in the City of London is seeking a Mortgage & Insurance Advisor to manage an existing client bank. The role involves providing expert advice on both mortgages and insurance, working closely with the Director to achieve high levels of performance. The firm offers a salary of £30,000 – £40,000, a tiered bonus structure, and hybrid working opportunities after an initial period in the office.

Benefits

Tiered bonus structure

Hybrid working arrangement

Supportive team culture

Qualifications

• Must have strong experience in writing good, high-level mortgage and protection advice.
• Must have CAS for mortgages and insurance advice.
• Must be motivated by providing great service and achieving high levels of performance.

Responsibilities

• Takeover the client bank from the Director and hold up to 10 client meetings per week.
• Work closely with the Director to receive regular, quality leads.
• Provide both mortgages and insurance advice.

Skills

High-level mortgage advice

Insurance advice

Strong conversion rate

Education

CeMAP or equivalent

CAS for mortgages and insurance advice

Job description

A growing advisory firm in the City of London is seeking a Mortgage & Insurance Advisor to manage an existing client bank. The role involves providing expert advice on both mortgages and insurance, working closely with the Director to achieve high levels of performance. The firm offers a salary of £30,000 – £40,000, a tiered bonus structure, and hybrid working opportunities after an initial period in the office.