Self-Employed Mortgage & Protection Adviser

www.topfinancialjobs.co.uk - Jobboard; Manchester (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Self-Employed Mortgage & Protection Advisor to join their high-performing team in Manchester. This role offers a fantastic opportunity to utilize your financial expertise, guiding clients through the mortgage process with personalized advice. Enjoy the benefits of a steady stream of pre-qualified leads, comprehensive admin support, and clear progression opportunities. If you're passionate about delivering outstanding service and ready for your next challenge, this position is perfect for you.

Benefits

Full admin and back-office support

Clear progression opportunities

High-quality leads provided

Flexible working arrangements

Qualifications

• Proven track record in mortgage advisory roles.
• CeMAP qualified with CAS status preferred.

Responsibilities

• Guide clients through the mortgage process with expert advice.
• Assess financial situations to identify suitable mortgage options.
• Maintain strong client relationships for repeat business.

Skills

CeMAP Qualification

Customer Service

Communication Skills

Financial Advisory

Problem Solving

Education

CeMAP Qualification

Competent Adviser Status (CAS)

Job description

Job Title: Self-Employed Mortgage & Protection Advisor

Location: Manchester Hybrid - 1-2 days WFH

Hours: Monday to Friday 9 am to 5.30 pm

About the position - Self-Employed Mortgage & Protection Advisor:

We're looking for an experienced Self-Employed Mortgage & Protection Advisor to join a high-performing team in Manchester.

This is a fantastic opportunity to put your financial services expertise to work in a role where you'll guide clients through the mortgage process, providing expert, personalised advice to help them make informed decisions.

Ideally, CeMAP qualified with Competent Adviser Status (CAS), you'll have a proven track record in a similar role and a passion for delivering outstanding client service. In return, you'll be joining Salford's largest estate agency, giving you:

• A steady stream of high-quality, pre-qualified leads booked directly into your diary
• Full admin and back-office support so you can focus on advising
• Clear progression opportunities, including potential to move into management

Earnings:

• 45% commission on leads provided
• 75% commission on self-generated business

If you're a motivated, service-driven advisor looking for your next challenge, we'd love to hear from you.

Responsibilities required for the role of Self-Employed Mortgage & Protection Advisor:

• Working closely with a busy estate agent, dealing with pre-qualified mortgage leads
• Assess clients' financial situations to identify suitable mortgage options
• Provide expert advice on "whole of market" mortgage products
• Providing tailored protection advice including life, critical illness, and income protection
• Liaising with lenders to facilitate/expedite the approval process, offering regular updates to clients
• Building and maintaining strong relationships with clients to encourage repeat business and recommendations
• Working closely with our in-house financial advisor, offering an additional service to clients if required
• Maintain up-to-date knowledge of market trends and changes in mortgage regulations
• Working with attention to detail, maintaining high compliance standards under FCA guidelines

Experience required for the role of Self-Employed Mortgage & Protection Advisor:

• Proven track record within a similar role
• CeMap qualified, ideally with CAS status
• Results driven, able to find solutions
• Customer focused, with excellent communication skills
• Pro-active and motivated approach

For more information regarding the role of Self-Employed Mortgage & Protection Advisor please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.