Mortgage & Protection Advisor

YOPA; Hinckley; Remote; GBP 28,000 - 30,000; Full time

Job summary

A dynamic financial advisory company is seeking a Mortgage and Protection Advisor. In this remote role, you'll build strong customer relationships, provide expert advice on mortgage and protection products, and work within a partner estate agency. Ideal candidates will hold a CeMAP or MAQ qualification, have a track record in customer service, and excel in a home-based environment. The role offers competitive pay and performance bonuses.

Benefits

Dedicated training and development

Sickness & mental health support

Refer-a-friend bonus scheme

Generous holiday allowance

Performance bonuses

Wellbeing discounts

Company socials

Qualifications

• Proven experience in advising customers on mortgage and protection products.
• Self-motivated with experience in a home-based role.
• Top performer in a leading mortgage brokerage.

Responsibilities

• Conduct sales opportunity calls and build customer relationships.
• Advise on mortgages, life insurance, and critical illness cover.
• Proactively manage the customer experience from application to completion.

Skills

Customer service skills

Relationship building

Communication skills

Education

Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ)

Job description

Overview

Remote, home based role. Between £28-£30,000 (depending on experience). Year one OTE £50k+. Year two OTE £75k.

As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services.

The Role

In this role you will be responsible for the following:

• Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection.
• Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads.
• Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends
• Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice.

About You

The role requires you to have proven skills and experience in the following areas:

• Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products.
• You will be self-motivated and used to working in a home-based role and dealing with estate agents.
• You'll have been a top performer in a leading mortgage brokerage.
• Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals.
• A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector.
• Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges.

Life at Scout

• Dedicated training and development
• Service discounts - for you your family and friends!
• Sickness & mental health support - to provide you with peace of mind
• Refer-a-friend bonus scheme - if you recommend us as a place to work
• Hybrid working - to support flexibility
• Wellbeing discounts - across food, retail and travel
• Generous holiday allowance - to switch off and relax
• Performance bonus' - to increase earning potential
• Company socials - to get away from the everyday and celebrate our successes

This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.