Join to apply for the Mortgage and Protection Advisor role at Stonebridge - Mortgage & Insurance Network
1 month ago Be among the first 25 applicants
Join to apply for the Mortgage and Protection Advisor role at Stonebridge - Mortgage & Insurance Network
Get AI-powered advice on this job and more exclusive features.
Stonebridge - Mortgage & Insurance Network provided pay range
This range is provided by Stonebridge - Mortgage & Insurance Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
We are looking for a Mortgage and Protection Advisor to join us on a full-time, permanent basis, hybrid working ideally at least one day in the Basildon office per week. In return, you will receive a salary of up to £28,000 per annum plus additional monthly commission. Typical annual OTE £40,000 however, high performers annual OTE can be up to £50,000.
About Us
A subsidiary of Stonebridge Mortgage Solutions Ltd, MoneyQuest is part of one of the leading mortgage and protection Networks in the UK with a professional community of over 1,000 mortgage advisors. We are passionate about what we do, our people matter, their opinions, insights and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.
Our Benefits
* Great company culture
* 2 days off per annum for charity / community volunteering
* 2 half days paid leave for 'me time' to support mental and physical wellbeing
* 1 day paid leave for 'team time' joining your team in a volunteering / community service activity
* Full programme of employee engagement activities
* Company reward and recognition schemes
* Discounts off online and high street shopping through our employee benefits platform
* Company sick pay
* Option to buy / sell up to 5 additional days annual leave
* Gym Subsidy
* Bike to work scheme
* Pension
* Employee Assistance Programme
* £500 employee referral scheme
* Death in service insurance cover
* Critical illness insurance cover
The role
The Mortgage and Protection Advisor deals directly with customers, to provide them with mortgage products and insurance policies. They must gather sufficient information to enable them to fully understand the customer’s financial circumstances, identify their preferences and financial objectives.
This ensures that any recommendations are the most suitable, best-value options. Each must be a good fit for the individual’s customer and meet all regulatory requirements and expectations based on Stonebridge standards.
In addition, the Mortgage and Protection Advisor must ensure that the business generated reflects the objectives of the company to meet their business goals. As well as providing excellent customer service to the end consumer, the Mortgage and Protection Advisor must establish and maintain relationships with key Introducers who are vital to ensure the ongoing channel of new potential customers to the business.
The role includes proactive, self-driven generation of sales opportunities, as well as maximising existing leads, by phone and email contact.
The role also includes responsibility for ensuring all team-specific spreadsheets are updated with financial data, as well as information drawn from Revolution.
Key Responsibilities
* Achieve target sales by converting new client enquiries
* Book and complete new appointments with clients
* Identify/recommend mortgage products & insurance policies that meet client objectives
* Recommend mortgage products & insurance policies that meet MQ business objectives
* Build relationships with key Introducers
* Deliver exceptional service to clients, reflected in positive feedback
* Proactively drive new lead referrals
* Achieve target of securing an offer within 2-4 weeks, working with Admin team
* Deliver compliantly completed cases, meeting all regulatory & standard requirements
* Maintain and grow competence across mortgage and insurance markets and products
Requirements:
* CeMAP qualification (or equivalent) is essential
* Experience as a mortgage advisor is ideal
* Understanding of the Mortgage Market
* Excellent communication skills
* Strong influencing skills
How To Apply
Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.
If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.
Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Banking
Referrals increase your chances of interviewing at Stonebridge - Mortgage & Insurance Network by 2x
Sign in to set job alerts for “Mortgage Advisor” roles.
Trainee Mortgage Advisor - Apprenticeship
Bromley, England, United Kingdom 3 weeks ago
Bromley, England, United Kingdom 3 weeks ago
Basildon, England, United Kingdom 3 weeks ago
Basildon, England, United Kingdom 2 days ago
Basildon, England, United Kingdom 2 days ago
Rochester, England, United Kingdom 2 weeks ago
Gillingham, England, United Kingdom 1 day ago
Basildon, England, United Kingdom 2 weeks ago
Basildon, England, United Kingdom 2 days ago
Rochester, England, United Kingdom 1 day ago
Rochester, England, United Kingdom 1 month ago
London, England, United Kingdom 2 weeks ago
Bromley, England, United Kingdom 1 month ago
Chelmsford, England, United Kingdom 1 day ago
Chelmsford, England, United Kingdom 1 day ago
Chatham, England, United Kingdom 2 weeks ago
Beckenham, England, United Kingdom 4 weeks ago
City Of London, England, United Kingdom £60,000.00-£70,000.00 3 days ago
Romford, England, United Kingdom 6 days ago
Canvey Island, England, United Kingdom 3 months ago
Burnham-On-Crouch, England, United Kingdom 2 weeks ago
Chatham, England, United Kingdom 6 days ago
Chelmsford, England, United Kingdom 1 day ago
Stoke Newington, England, United Kingdom 2 days ago
Rochester, England, United Kingdom 1 month ago
Sittingbourne, England, United Kingdom 3 weeks ago
Sittingbourne, England, United Kingdom 3 weeks ago
Maidstone, England, United Kingdom 1 week ago
Maidstone, England, United Kingdom 1 month ago
London, England, United Kingdom 2 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr