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Mortgage & Protection Advisor

Consegna
Posted 2 days ago, valid for 10 days
Location

Basingstoke, Hampshire RG22 4UY

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Mortgage & Protection Advisor position offers a starting salary between £30,000 and £40,000, with an OTE of over £70,000.
  • Candidates are required to have a minimum of 18 months of experience in Mortgage & Protection advising.
  • The role is based in Basingstoke and allows for flexible working, with no weekend commitments.
  • The successful applicant will provide advice on mortgage and protection products, ensuring compliance with regulatory standards.
  • This opportunity is ideal for motivated individuals looking to join a growing team with abundant pre-qualified leads.

Mortgage & Protection Advisor

£30,000 - £40,000 Starting Salary DOE | OTE £70,000+

25% - 40% Uncapped commission splits

Monday to Friday (No weekends!)

Location: Basingstoke - Flexible working!

Do you have a minimum of 18 months Mortgage & Protection Advising experience?

Have your lead volumes dropped, effecting your overall earning potential?

Do you feel undervalued in your current role with low commission splits under 25%?

Are you looking for an abundance of pre-qualified leads booked into your diary to save time and allow you to write more business?

My client is a highly successful mortgage broker with over 15+ years in the industry, with a trained back-office support team they offer whole of market advice to their clients on mortgage & protection products across the UK! Due to company growth, my client is looking to expand their mortgage team so they can handle the higher demand of leads and enable them to service Mortgage & Protection leads instantly.

This is a fantastic opportunity to join a busy Mortgage team!

Key responsibilities:

  • To provide clients with advice and recommendations on mortgage and protection products
  • Oversee each application through to completion, working closely with administrators and paraplanners where required.
  • Ensure all files meet the standards set out by the company, network, and regulator.
  • Update relevant client management systems and reports.
  • To update clients and introducers and answer any queries in a timely manner.
  • To ensure that all compliance and regulatory requirements are met, in line with the rules set out by the company, regulator and network.
  • To stay up to date with industry and market developments
  • Maintenance of required professional qualifications and continuing professional development.
  • Along with your main duties, you will also be expected to carry out any other duties that are reasonably asked of you.

Role Requirements:

  • Full CeMAP essential.
  • Experience in the whole of the market would be preferable.
  • Proven track record working in a sales target environment or managing a busy workload with deadlines.
  • Highly motivated individual with a proven track record of success.
  • Excellent communication skills; written & verbal.

This is a great opportunity for any established Mortgage & Protection Advisor.

If you believe you’d be suitable for this role, apply now or speak to Jay Garratt at Consegna Talent to find out more!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.