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Senior Mortgage Advisor

2 months ago

England, United Kingdom Quilter Financial Planning Full time

One of our highly successful and leading businesses, AXE Capital FS Ltd are currently seeking Self-Employed Experienced Mortgage & Protection Adviser / Sales Manager to join their team.

The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients.

The company takes great pride in their brand with an honest and professional approach to the services they provide to customers.

Skills:

CeMAP or relevant Mortgage Qualification

A positive attitude and excellent team communication

Looking to progress your career to the next level

Client-orientated with high customer service skills and communication

The ability to explain complex information clearly and simply

Minimum 5 years+ experience

Client Bank

Team Management

Benefits:

Generous Commission Split

Working with a well-established, professional, forward-looking company

Full Administration Support, including Submission, Recommendation Reports & Pipeline chasing.

Home Office

Development support towards full financial adviser role if required

Your duties will usually include:

Meeting performance targets

Ability to prospect and organise meetings

Fact-find effectively to establish the client’s current finances and future aspirations.

Provide high quality professional mortgage advice and explain different types of mortgages available.

Explain required insurance and protection products so that clients can make informed choices.

Communicate effectively at all levels

Ensure all regulatory documentation completed within the required timescale

Keep up to date with new mortgage and protection products and changes in mortgage regulation

Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary.

Embrace company values and promote them effectively alongside the brand.

Team Management (Recruit, train, and develop a team of mortgage and protection advisors. Set performance targets and monitor team progress. Provide ongoing coaching and support to team members.