Mortgags & Insurance Advisor

WISEONE Mortgages; Carlisle; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A mortgage advisory firm based in Carlisle is seeking a full-time Mortgage & Insurance Advisor. The role involves consulting on mortgage and insurance products, delivering tailored financial advice, and providing excellent customer service. The ideal candidate holds a CeMAP level 3 qualification and possesses strong communication and problem-solving skills. Some work-from-home flexibility is available.

Qualifications

• Experience in mortgage advisory services is essential.
• Relevant certifications or licenses in insurance and finance are a plus.
• Ability to work independently and collaboratively.

Responsibilities

• Consult on mortgage & insurance products.
• Provide financial advice tailored to client needs.
• Deliver high-quality customer service to clients.

Skills

Insurance and Finance skills

Consulting and Customer Service experience

Strong Communication skills

Problem-solving abilities

Attention to detail

Education

CeMAP level 3

Job description

Company Description

WISEONE Mortgages are independent mortgage advisors specializing in new build mortgage advice. We focus on finding the right mortgage for each client by having access to the entire market. Our experienced advisors aim to make buying your dream home as easy as possible.

Role Description

This is a full-time hybrid role for a Mortgage & Insurance Advisor based in Carlisle, with some work-from-home flexibility. The Advisor will be responsible for consulting on mortgage & insurance products, providing financial advice, assisting clients with their mortgage needs, delivering high-quality customer service, and maintaining effective communication with clients and team members.

Qualifications

• CeMAP level 3
• Insurance and Finance skills
• Consulting and Customer Service experience
• Strong Communication skills
• Excellent problem-solving abilities and attention to detail
• Ability to work independently and in a team environment
• Relevant certifications or licenses in insurance and finance are a plus