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AR Recruitment Services Ltd

Lancashire

On-site

GBP 18,000 - 30,000

Full time

8 days ago

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Benefits offered by this job

Pension
Death in service
25 days holiday
Flexible benefits
Training and progression

Job summary

AR Recruitment Services Ltd is seeking an Employed Mortgage & Protection Adviser in East Lancashire to join an established team backed by dedicated administration and case management. The role focuses on a large retention book: spotting upcoming mortgage reviews, remortgage opportunities and protection needs, and running compliant fact-finds to recommend suitable solutions.

Package: up to £30,000 basic, OTE c.£55,000, uncapped bonus.

Qualifications

  • Experience as mortgage and protection adviser preferred.
  • Strong ability to run compliant fact-finds and recommend suitable solutions.
  • Manage review dates and client needs within a retained book.

Responsibilities

  • Spot upcoming mortgage reviews and remortgage opportunities.
  • Identify protection needs and present suitable solutions to clients.
  • Coordinate with administration and case management to ensure smooth processing.

Skills

Client relationship management
Organised
Proactive
Office-based teamwork

Job description

Salary: Up to £30,000 basic, OTE c.£55,000, uncapped bonus, plus pension and benefits

Employed Mortgage & Protection Adviser role in East Lancashire, in an established team backed by dedicated administration and case management.

The role centres on a large existing client and retention book: spotting upcoming mortgage reviews, remortgage opportunities and protection needs, running compliant fact-finds and recommending suitable solutions. It suits an organised, proactive adviser who is comfortable managing review dates in a predominantly office-based team.

Package: up to £30,000 basic, OTE c.£55,000, uncapped bonus. Pension, death in service, 25 days holiday rising to 30, flexible benefits, training and progression.

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