Mortgage Team Lead: Mentor & Grow Client Portfolios

IDEX Consulting; Blackburn; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial consultancy firm near Blackburn is seeking a qualified Mortgage and Protection Adviser to manage a small team and service clients. Responsibilities include client outreach, team mentoring, and market research. Ideal candidates will have experience in mortgage products, excellent presentation skills, and a proactive approach. The role offers a competitive benefits package including a pension scheme, 25 days annual leave, and flexible benefits.

Benefits

Company pension scheme

Death in service benefit

25 days annual leave

Flexible benefits

Birthday as an additional day off

Opportunity to purchase additional holidays

Enhanced family-friendly policies

Cycle to work scheme

Responsibilities

• Service clients and source new areas of business.
• Lead and mentor a team of Advisers.
• Prospect and contact potential clients.
• Complete analysis of clients' needs.
• Conduct product and market research.
• Make suitable recommendations.

Skills

Experienced in mortgage products

Ability to work towards targets

Proficiency in delivering presentations

Knowledge of financial markets

Ability to identify client needs

Proactive and initiative-driven

Education

R05, CF1 and CF6 or CEMAP (or equivalent)

Job description

A financial consultancy firm near Blackburn is seeking a qualified Mortgage and Protection Adviser to manage a small team and service clients. Responsibilities include client outreach, team mentoring, and market research. Ideal candidates will have experience in mortgage products, excellent presentation skills, and a proactive approach. The role offers a competitive benefits package including a pension scheme, 25 days annual leave, and flexible benefits.