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Mortgage & Protection Adviser

Stellar Select
Posted 9 hours ago, valid for 10 days
Location

Manchester, Greater Manchester M24WU, England

Salary

£45,000 - £70,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The position of Mortgage & Protection Adviser is available in Eccles, offering a salary of up to £45,000 basic with an uncapped OTE of £70,000, reflecting significant performance-based potential.
  • Candidates should have a proven track record in a similar role and ideally be CeMAP qualified with CAS status.
  • The role involves guiding clients through the mortgage process, providing tailored advice on mortgage and protection products, and liaising with lenders for approvals.
  • Successful applicants will work closely with a busy estate agency, benefiting from a steady stream of leads, full administrative support, and opportunities for career progression.
  • The working hours are Monday to Friday from 9 am to 5:30 pm, and candidates must demonstrate a customer-focused approach and excellent communication skills.

Job Title: Mortgage & Protection Adviser

Location: Eccles

Salary: Up to 45,000 basic with a 70,000 OTE-uncapped, with significant potential to exceed this based on performance.

Hours: Monday to Friday 9 am to 5.30 pm

About the position of Mortgage & Protection Adviser:

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

This is a fantastic opportunity to apply your financial services expertise in a role where you'll guide clients through the mortgage process, offering expert, tailored advice that helps them make informed decisions. CeMAP qualified with CAS status ideally, you'll bring a proven track record in a similar role, along with a passion for delivering outstanding service. In return, you'll benefit from working with Salford's largest estate agency, gaining access to a steady stream of quality leads and appointments, full admin and back-office support, and clear opportunities for career progression, including potential managerial roles.

Commission structure as follows:

Commission on a pro rata basis worked on a cumulative basis throughout the year.

0 to 80,000 10%

80,000 to (phone number removed)%

120,000 to (phone number removed)%

140,000 and above 35%

Responsibilities required for the role of Mortgage & Protection Adviser:

  • 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 Mortgage & Protection Adviser:

  • 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
  • Keen eye for detail
  • Pro-active and motivated approach

For more information regarding the role of Mortgage & Protection Adviser 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.

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.