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Mortgage & Protection Adviser

4 months ago

Warrington, Warrington, United Kingdom KFS Recruitment Full time

Mortgage & Protection Adviser at Warrington

About the Company: Join a leading Mortgage Brokerage in an exciting partnership, where an outstanding Mortgage & Protection Adviser is sought after. If you thrive in a fast-paced environment and value working with a supportive team, this role is for you.

Key Responsibilities:

  • Build strong relationships with customers, old and new.
  • Offer expert advice on a variety of mortgage products.
  • Provide guidance on protection products such as Life Insurance and Critical Illness Cover.
  • Work collaboratively with a dedicated team, including Paraplanners and Case Managers.
  • Spot new opportunities and potential referrals for growth.
  • Deliver exceptional service levels that exceed customer expectations.
  • Keep up with industry trends and collaborate closely with the marketing team.

Requirements:

  • At least 2 years of experience in consumer-focused advisory roles.
  • Strong presentation skills with exceptional listening and problem-solving abilities.
  • CeMAP qualification or equivalent.
  • Familiarity with top-tier mortgage & protection sourcing technology.

Benefits:

  • Free Parking
  • Friday early finish at 3 pm
  • 3 paid wellness days per year
  • Provision of IT, Technology & Equipment
  • No work on Saturdays or Sundays
  • Opportunities for career advancement in the industry