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Mortgage and financial services consultant

beBee Careers
Financial services consultant
Posted: 13 June
Offer description

Mortgage Broker Role

We are seeking a motivated Mortgage and Protection Advisor to spearhead advisory services in our newly launched Inverurie branch. This is a rare opportunity to establish yourself in a brand-new office, backed by an award-winning estate agency network with a powerful lead-generation engine.

As a Mortgage and Protection Broker, you will be embedded within the estate agency team, working directly from the high-street office while servicing a consistent flow of pre-qualified, in-house leads. With a 50% lead-to-conversion rate, this role is built for success.

Your focus will be to provide expert whole-of-market mortgage and protection advice, helping clients secure tailored, suitable financial solutions as they navigate the home-buying process.


Key Responsibilities:

* Deliver Professional Mortgage Advice: Align your recommendations with each client's goals and circumstances.
* Source and Recommend Products: Work across the full market spectrum to find the best solutions.
* Work with Pre-Qualified Leads: Manage the full advisory lifecycle, from fact-finding and recommendations to application and completion.
* Ensure Compliance: Stay up-to-date with current mortgage and protection regulations.
* Communicate Effectively: Keep communication clear and consistent between clients, lenders, and internal teams.


Benefits:

* Basic Salary: £32,000 - £44,000 per annum (dependent on current annual banking).
* Commission: 20% - 24%, with no cap on earnings.
* Dedicated Admin Support: Streamline your workflow with our experienced administrative team.
* Opportunity to Build a Client Base: Establish yourself as a trusted advisor with full support from day one.


Requirements:

* CeMAP Qualified (or equivalent) with at least 1 year's experience as a Mortgage and Protection Broker.
* Strong Interpersonal Skills: Confident communicator in person, on the phone, and in writing.
* Organised and Motivated: Results-driven individual who thrives in a fast-paced environment.

This is a unique opportunity to make a real impact in the mortgage and protection industry. If you're passionate about delivering exceptional results and building long-term relationships, we encourage you to apply.

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