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Mortgage and protection adviser

Ballymena
Mortgage IQ
Protection advisor
£25,000 - £35,000 a year
Posted: 3 October
Offer description

Mortgage IQ is one of Northern Irelands leading mortgage brokers. We are going through a period of expansion and are looking to add new Mortgage and Protection Advisers to our team in Ballymena and in the Belfast area.

In your role, you'll be helping people find and apply for the right mortgage, making sure they are fully informed about what's available and providing advice.

Working in a customer's best interests, it's down to you to find the best mortgage based on their situation and finances and guide them through the whole process including providing protection advice.

To carry out the service, your day to day routine could involve dealing with estate agents, valuers, builders, mortgage lenders and protection providers, keeping up to date with the current market and law and working closely with your clients.

You'll need to follow strict industry rules and guidelines, which make sure that you act fairly and are qualified to give appropriate financial advice.

Salary/Benefits

* Salary negotiable dependant on experience
* Competitive bonus structure
* Career development opportunities
* Annual leave entitlement

You'll need:

* excellent communication and listening skills
* the ability to explain complex information clearly and simply
* the confidence to work with numbers and explain them to clients
* IT skills
* excellent customer service skills
* the drive and motivation to meet targets

Your day-to-day duties may include:

* advising clients on the homebuying process
* contacting existing clients
* finding out about your client's finances
* explaining the different types of mortgage, repayments and mortgage protection
* advising clients on the correct mortgage/protection products for them
* selling related financial products like buildings or life insurance
* creating referrals to Financial Advisers for investment and pension advice
* meeting sales and compliance targets
* dealing with estate agents, valuers and mortgage lenders
* keeping up-to-date with new mortgage products and any changes in the law
* working closely with the dedicated administrative team to handover mortgage and protection cases effectively and efficiently

Desirable Criteria:

* 1-2 years' experience in a Financial Services role (not necessarily in a sales or mortgage role)
* CeMAP qualified or working towards completion
* Previous customer facing experience
* The ability to self generate business from your personal network

This is an amazing opportunity for a candidate that wants to gain experience with a progressive and dynamic company to further your career. The successful candidate will have the opportunity to grow and develop this area of the business combined with the support to further advance their own career. Successful utilisation of vast resources provided will bring significant rewards and opportunities for advancement.

Evening and weekend work may be applicable but time off in lieu will be provided to compensate for this.

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Benefits:

* Company events
* Private medical insurance

Work Location: In person

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