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Experienced Mortgage / Protection Advisor

Talent Finder
Posted 18 hours ago, valid for a month
Location

Bury, Lancashire BL0 0AA, England

Salary

£50,000 per annum

Contract type

Full Time

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

Sonic Summary

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  • The position is for an Experienced Mortgage & Protection Advisor based in Ramsbottom, with flexible working hours available for both full-time and part-time roles.
  • Candidates should be CeMAP qualified and have experience in providing regulated mortgage advice, ideally with a valid driving license and own transport.
  • The role involves guiding clients through mortgage options, assessing their financial circumstances, and providing advice on the home-buying process.
  • The expected earnings for this self-employed position are around £50,000, with no upper cap on earnings, and administrative support provided to ease the workload.
  • The company emphasizes a supportive work environment and offers training to meet FCA regulations, ensuring employees can thrive in their roles.

Experienced Mortgage & Protection Advisor |Ramsbottom – Office / Home based |Flexible Working Hours | Full / Part Time |Self Employed Position | £50,000 achievable (Expected) Earnings

Join a firm of Chartered Financial Planners based in the centre of Ramsbottom as the dedicated Mortgage Advisor! Location in the centre of this market town is close to all transport links and many shops, cafés, restaurants, supermarkets, etc..

Are you looking for an exciting opportunity in the mortgage industry, where your expertise can make a difference in people's lives?

Our client is a highly successful and expanding team of Financial Planners with many years of experience and a long list of satisfied clients. As a Mortgage / Protection Advisor, you'll have the opportunity to help clients achieve financial security while managing their personal finances effectively.

Join a small, approachable team where your personal requirements will be considered and you will be the dedicated mortgage advisor for a team of Chartered Financial Planners.

Our client is a company where there is an emphasis upon making sure that the working environment is right for everyone, all of the time. This means that they will listen to what you require to be happy and look to agree and implement this. The company makes a concerted effort to do this for everyone who works there.

Are you the right person for the job?

  • CeMAP qualified with experience in providing regulated mortgage advice
  • A passionate, self-motivated professional who thrives in a team environment
  • A natural communicator with superb interpersonal skills
  • Comfortable working with numbers and explaining financial products clearly to clients
  • Target-driven and success-oriented, always striving to exceed expectations
  • Confident with MS Outlook, Word, and Excel
  • Ideally, possess a valid driving licence and own transport. Clients are either advised at our offices or remotely via MS Teams / Zoom.

What will your role look like?

  • Guide clients through different types of mortgages / protection and offer suitable products to match their needs
  • Explore each customer's financial circumstances, including monthly expenditures, to assess the best mortgage options
  • Explain repayments and mortgage protection to ensure clients make informed decisions
  • Provide general advice on the home-buying process, giving clients confidence at every step
  • Liaise with mortgage lenders, estate agents, and other key players in the home-buying process

What can you expect in return?

  • Attractive payment structure for a self-employed role with an existing client bank. No upper cap on earnings, expected £50k plus
  • Training to meet FCA regulations
  • Administrative and compliance support to make your job easier
  • Training support to sharpen your skills
  • Flexible working hours to support your work-life balance

What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!

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