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Mortgage and Protection Advisor, Heswall
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Client:
Location:
Heswall, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
Job Title: Mortgage and Protection Advisor
Location: Heswall & West Kirby (Dual Branch Role)
Opportunity Type: Full Time, Permanent
ALL ABOUT US
At Karl Tatler Financial Services, we believe in being innovative, creative, and dedicated to offering the very best in mortgage and insurance solutions. Karl Tatler Estate Agents has over 25 years of industry experience as a market leader, with multiple awards recognizing our service quality.
The key to our continued success is our people - working together to earn the respect and trust of our customers and provide personalized advice and support to help them achieve their homeownership and financial protection goals.
ALL ABOUT THE OPPORTUNITY
As a Mortgage and Protection Advisor, you will work with clients to assess their financial situations, goals, and risk tolerance, enabling you to recommend customized mortgage products. You will provide expert advice on mortgage options, interest rates, and repayment terms, assist with mortgage applications, and gather necessary documentation. Collaboration with lenders, solicitors, and other professionals will be key to ensuring a smooth process for clients.
You will also evaluate insurance needs, recommend appropriate life, critical illness, and income protection policies, and maintain accurate records.
You will join an established and supportive team at Head Office, with uncapped commission, regular professional development, and a clear career path. We offer a staff bar in head office and fully funded social events throughout the year for team bonding.
ALL ABOUT YOU
* CeMap qualified or equivalent
* Experience in a similar role
* Personable and professional
* Able to multitask in a fast-paced environment
* Ability to build and maintain relationships
* High level of organization and attention to detail
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