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Experienced Mortgage AdvisorExperienced Mortgage Advisor
3 months ago
Location:
Glasgow - Hybrid
Company Overview:
My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients.
They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.
Position Overview:
Seeking a motivated and experienced Mortgage and Protection Advisor (that has had exposure to New Homes services) to join our team in the Glasgow.
As an employed advisor, you will be responsible for providing expert guidance on mortgage products and protection plans, ensuring the highest level of service and support for our clients.
Hybrid work pattern~ Ongoing training and development opportunities.
~ Self employed options available
Conduct comprehensive financial assessments to understand clients' needs and goals.
Offer expert advice on mortgage options, explaining terms, conditions, and potential risks.
Assist clients in the mortgage application process, managing paperwork and liaising with lenders.
Recommend suitable protection products such as life insurance, critical illness cover, and income protection based on clients' circumstances.
Stay updated on mortgage and insurance regulations, market trends, and industry developments.
Proven experience as a Mortgage and Protection Advisor within the financial services industry.
In-depth knowledge of mortgage products, lending criteria, and insurance offerings.
Proficiency in relevant software and systems for mortgage processing and client management.
If you are interested in this role as an Mortgage and Protection Advisor please send your CV to kara.
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