Company Description
WISEONE Mortgages are independent mortgage advisors specializing in new build mortgage advice. We focus on finding the right mortgage for each client by having access to the entire market. Our experienced advisors aim to make buying your dream home as easy as possible.
Role Description
This is a full-time hybrid role for a Mortgage & Insurance Advisor based in Carlisle, with some work-from-home flexibility. The Advisor will be responsible for consulting on mortgage & insurance products, providing financial advice, assisting clients with their mortgage needs, delivering high-quality customer service, and maintaining effective communication with clients and team members.
Qualifications
* CeMAP level 3
* Insurance and Finance skills
* Consulting and Customer Service experience
* Strong Communication skills
* Excellent problem-solving abilities and attention to detail
* Ability to work independently and in a team environment
* Relevant certifications or licenses in insurance and finance are a plus
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