Mortgage and Protection Advisor

Mortgage and Protection Adviser

£30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one

Heywood, North West England

Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential?

This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you’ll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential.

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.

We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE.

If you are a talented and passionate Mortgage and Protection Adviser who puts the clients’ needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!

• You will be responsible for managing client enquiries and overseeing the advice process end to end
• Building and nourishing relationships with clients who really value quality service
• Proactively working with an existing client bank to review mortgage and protection needs
• Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals
• Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
• Analyse information and make recommendations best suited to individual clients' requirements
• Review and respond to clients changing needs and financial circumstances, maintaining regular client contact.
• Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products.
• Consistently developing your knowledge of the Openwork mortgage and protection proposition
• Keep up to date with financial legislation and participating in CPD

If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.