Mortgage & Protection Advisor

Trades Workforce Solutions; Greater London; On-site; GBP 70,000; Full time

Job summary

A leading property recruitment agency is seeking a Mortgage & Protection Advisor in Greater London. This employed role offers a hot-lead sales environment to support clients with mortgage advice on various products. The ideal candidate will have recent experience as a Mortgage Adviser, strong technical knowledge, and excellent interpersonal skills. A full UK driving licence and own car are required. The position offers unlimited earning potential, strong commission structure, and a professional environment.

Benefits

Unlimited earning potential

Strong commission structure

Steady flow of high-quality leads

Qualifications

• CeMAP-qualified Mortgage Advisor preferred.
• Ability to assess clients' financial situations.
• Experience managing a pipeline of leads.

Responsibilities

• Providing mortgage and protection advice to new and existing clients.
• Assessing clients’ financial situations to deliver appropriate recommendations.
• Managing a pipeline of leads generated through the estate agency.
• Identifying and maximising cross-selling opportunities.
• Maintaining accurate records and ensuring compliance with regulations.
• Delivering high standards of client service and communication.

Skills

Current or recent experience as a Mortgage Adviser

Strong technical knowledge of the mortgage industry

Proven track record in mortgage services and advisory work

Excellent communication, telephone, and interpersonal skills

Smart, professional presentation

Self-motivated, ambitious, and able to work under pressure

Full UK driving licence and own car

Job description

Contact name: Emily Bradnick, Gareth Vaughan, Guy Hodge, Jake Churchill, Luke Bradnick

Phone number:

Phone number: [phone], [phone], [phone], [phone], [phone]

Worth Recruiting – Property Industry Recruitment

Salary: £70,000 per annum

Position: Permanent, Full-Time

Reference: WR76641

A great opportunity for a CeMAP-qualified Mortgage & Protection Advisor who is looking for an employed role in a hot-lead rich sales environment! Our client, a busy local estate agency, provides mortgage and protection advice to new and existing clients.

This role offers the chance to join a long-standing, busy Estate Agency Group operating across Surrey & South West London, supporting clients with mortgage advice on first-time purchases, onward purchases, buy-to-let and remortgage cases.

You will work closely with clients to understand their financial circumstances and recommend suitable mortgage and protection solutions.

What You'll Be Doing (Key Responsibilities):

• Providing mortgage and protection advice to new and existing clients
• Assessing clients’ financial situations to deliver appropriate recommendations
• Managing a pipeline of leads generated through the estate agency
• Identifying and maximising cross-selling opportunities
• Maintaining accurate records and ensuring compliance with regulations
• Delivering high standards of client service and communication

What We're Looking For (Skills & Experience):

• Current or recent experience as a Mortgage Adviser
• Strong technical knowledge of the mortgage industry
• Proven track record in mortgage services and advisory work
• Excellent communication, telephone, and interpersonal skills
• Smart, professional presentation
• Self-motivated, ambitious, and able to work under pressure
• Full UK driving licence and own car

What's In It For You?

• Unlimited earning potential
• A steady flow of high-quality leads
• Strong commission structure
• Opportunity to work within a respected, professional Estate Agency environment

Ready to take the next step in your property career?

If you are interested in this Mortgage & Protection Advisor role, please contact the Property Recruitment Team at Worth Recruiting today, quoting reference: WR76641.

About Your Application:

• Response Time: We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours, please assume that on this occasion your application has not been successful.
• Data Protection: Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application, you consent to Worth Recruiting processing and storing your data for the purposes of your job search. For more information, please see our privacy policy on our website.
• Confidentiality: All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.
• Please Note: This vacancy summary is intended as a general guide only and should NOT be used as a definitive job description. Our job advert, including details of salary, working hours or location may change without notice and in any case, are likely be highly influenced by the skills, qualifications, previous experience, attitude, ability and personal requirements of the candidate.

About Worth Recruiting: Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services, and Prop Tech. Find out more at: worthrecruiting.me.

Job Reference: WR76641 – Mortgage & Protection Advisor – Financial Services