Mortgage & Protection Advisor

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

Job summary

A financial services firm is seeking a Mortgage and Protection Advisor to build relationships and provide advice on regulated products including mortgages and insurance. The ideal candidate will have a CeMAP qualification, be self-motivated, and possess excellent customer service skills. This remote role offers a competitive salary and OTE bonuses.

Benefits

Dedicated training and development

Wellbeing discounts

Generous holiday allowance

Performance bonuses

Qualifications

• Experience advising customers on mortgage and protection products.
• Top performer in a leading mortgage brokerage.
• Excellent customer service skills.

Responsibilities

• Conduct sales opportunity calls with customers.
• Manage customer experience from application to completion.
• Look for referral opportunities to specialist partners.

Skills

Customer relationship building

Sales experience

Communication skills

Self-motivated

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

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.