Mortgage & Protection Advisor

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

Job summary

An established industry player seeks a dedicated Mortgage and Protection Advisor to join their remote team. In this dynamic role, you'll build strong relationships with customers while providing expert advice on a range of regulated products. Your ability to connect with clients and collaborate with estate agency partners will be key to your success. With a focus on exceptional customer service, you'll ensure a seamless experience from application to completion. Enjoy a supportive environment with dedicated training, performance bonuses, and generous holiday allowances. This is your chance to thrive in a rewarding career in the mortgage sector.

Benefits

Dedicated training and development

Service discounts

Sickness & mental health support

Refer-a-friend bonus scheme

Hybrid working

Wellbeing discounts

Generous holiday allowance

Performance bonus

Company socials

Qualifications

• Proven skills in mortgage and protection advice.
• Experience in a customer-facing role with excellent service skills.

Responsibilities

• Conduct sales calls and advise on mortgage and protection products.
• Build relationships with estate agency partners for quality leads.

Skills

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Customer Service Skills

Strong Communication Skills

Interpersonal Skills

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

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.