Senior Mortgage & Protection Advisor - High-Lead Growth

Oakheart Property Ltd; Sudbury CP; Presencial; GBP 59.500 - 80.500; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Market-leading leads

Administrative support

Growth-focused environment

Descripción de la vacante

Zest Money Group in Suffolk is seeking an experienced Senior Mortgage & Protection Broker to join our team in Sudbury or Bury St Edmunds, with access to leads from a market-leading estate agent and strong administrative support to help you focus on advising and converting business.

You will provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let, and related protection needs, while managing the full client journey from enquiry to completion and maintaining

Formación

• Proven experience as a Mortgage & Protection Adviser or Broker, ideally in a senior or high-performing role.
• Strong knowledge of mortgage and protection products, lender criteria and the end-to-end advice process.
• Confident, client-focused approach with excellent communication and conversion skills.

Responsabilidades

• Provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let and related protection needs.
• Manage the full client journey from initial enquiry through to completion, delivering excellent service and compliant advice throughout.
• Work warm leads generated by a market-leading estate agency while building your own local relationships and introducer network.
• Handle complex cases including self-employed applicants, buy-to-let investors and non-standard income structures.
• Maintain accurate records, fact-finds and suitability documentation in line with FCA and internal compliance standards.
• Contribute to growth of Zest Money Group’s presence through strong client outcomes and local relationships.

Conocimientos

CeMAP qualification

Mortgage & protection advisory

Client relationship management

Lender criteria knowledge

Educación

CeMAP qualification

Descripción del empleo

Zest Money Group in Suffolk is seeking an experienced Senior Mortgage & Protection Broker to join our team in Sudbury or Bury St Edmunds, with access to leads from a market-leading estate agent and strong administrative support to help you focus on advising and converting business.

You will provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let, and related protection needs, while managing the full client journey from enquiry to completion and maintaining