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Are you an experienced Mortgage and Protection Adviser looking to work for a market-leading independent property business with great progression and earning potential?
We are currently seeking an experienced Mortgage and Protection Adviser to join our client's successful team in the Basildon area.
Our client has multiple offices, offering a fantastic reputation and a database of clients, making them market leaders in their areas.
Salary and Benefits:
* Basic Salary - £25,000, increasing after probation
* Quarterly bonus structure
* Full admin support (from sign-up through to case completion)
* Additional commission for referring business, conveyancing, surveyors, etc.
* Structured career progression and promotion opportunities
Mortgage and Protection Adviser job requirements:
* Experience in a mortgage adviser position
* Ideally CAS Status
* Able to build and forge strong relationships
* Analytical and able to research
* Provide exceptional client service
* Strong negotiation and influencing skills
* Organised and effective time management
* Detailed knowledge of FCA and the firm’s record-keeping requirements
* Technical product knowledge in mortgage and protection arena
Mortgage and Protection Adviser duties:
* Work effectively with the estate agency team to promote mortgage and financial services
* Provide the highest level of customer care at all times
* Convert booked appointments into business
* Follow up with customers for missed opportunities
* Maintain proactive ongoing customer contact
* Provide holistic advice on general insurance, mortgage, and personal protection
* Adhere to sales structure, advice quality, and compliance guidance at all times
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