- Warm Leads provided
- CeMAP qualified
- Proactive and organised
- Developing warm leads provided through the estate agency and client referrals
- Guiding customers through the full mortgage and protection journey with expert, tailored advice
- Advising across a Whole of Market panel of lenders and insurers
- Ensuring a smooth, compliant, and customer-focused process from enquiry to completion
- Managing and supporting your dedicated Mortgage Administrator, including performance reviews
- Staying up to date with market changes, products, and regulations to maintain a high standard of advice
- CeMAP qualified with a minimum of 1 year’s experience in a Mortgage Adviser role
- Confident and approachable, able to engage with clients from all walks of life
- Solid understanding of mortgage and protection products
- Organised and proactive, with strong attention to detail
- Comfortable using Microsoft Office and in-house CRM systems