Mortgage Team Leader

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

My client is currently looking for a fully qualified and experienced Mortgage and Protection Adviser who can manage and lead a small team of Mortgage Advisers near Blackburn.

Responsibilities

1. The successful candidate will be responsible for servicing their own clients and sourcing new areas of business.
2. You will lead a small team of Advisers and mentor less experienced team members.
3. Prospect and contact potential clients.
4. Complete full analysis of clients' needs.
5. Undertake product and market research.
6. Consider suitable products and conduct research.
7. Make suitable recommendations.

The ideal candidate

1. Experienced in all types of mortgage and protection products, with an existing client bank or professional introducer connections.
2. Able to work towards targets and generate new leads from other Fairstone offices.
3. Experience of growing a team.

Skills & qualifications

1. R05, CF1 and CF6 or CEMAP (or equivalent).
2. Proficiency in delivering presentations.
3. Knowledge of financial markets.
4. Ability to identify clients' specific needs and requirements.
5. Able to develop strategic relationships within the industry.
6. Proactive and demonstrates initiative.

Benefits

1. Company pension scheme.
2. Death in service benefit.
3. 25 days annual leave.
4. Flexible benefits.
5. Birthday as an additional day off.
6. Opportunity to purchase additional holidays.
7. Enhanced family-friendly policies.
8. Cycle to work scheme.

For more information, contact Graeme Hyland at 07896 933622 or email [e-mail].

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.