Mortgage Advisor

2 weeks ago

England, United Kingdom Mortgage Advice Bureau Full time

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.


Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking experienced Mortgage & Protection Advisors to join our successful team.


If you thrive in a dynamic sales environment and have a passion for delivering exceptional customer service, we want to hear from you


There are office-based roles if local to Bolton, however, for those further afield and in commuting distance we can offer hybrid working of 2 days per week in head office or remotely based outside the north west, head office 1 day per month


Salary & Benefits that Match Your Ambition:

  • Salary: Enjoy a competitive salary with achievable OTE's £40-45K + in your first year
  • Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
  • Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much, much more


A day in the life:

As a Mortgage & Protection Advisor, you'll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment. You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills


Your responsibilities will include:

  • Engaging with the New Business team to take qualified leads
  • Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements
  • Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability
  • Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
  • Collaborating closely with lenders to facilitate smooth case processing
  • Working in tandem with the Case Management team to work cases towards successful completion
  • Proactively following up on leads and diligently chasing cases for updates
  • Achieving minimum targets with meticulous care and attention
  • Upholding personal performance standards of excellence
  • Staying abreast of evolving FCA requirements and industry changes
  • Fulfilling CPD requirements to maintain professional competence
  • Adhering to company compliance protocols, promptly addressing feedback and implementing necessary actions
  • Promoting best advice and setting a stellar example in customer care
  • Championing the brand and upholding best practices consistently.


This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.


About the company:

We're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.


Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.


Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry


Role requirements

  • CeMAP qualified or equivalent (CF1/CF6/RO5)
  • Proven experience of working successfully to sales targets
  • Ability to respond quickly to training and adapt to changes within the industry
  • Proven experience in outbound sales, objection handling
  • Able to carry out processes in a compliant manner
  • Able to demonstrate achievements against a wide range of competencies
  • Experience in a busy sales environment
  • Current experience in a regulated finance company advising on mortgage & protection products


All the perks

  • Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
  • Your birthday off work
  • Holiday buy & sell scheme
  • Private Healthcare with Vitality Health
  • Death in service cover
  • Fee-free products for your friends and family
  • Regular social and charity events
  • Onsite food provision and restaurant facilities at HO, Horwich
  • Free tea, coffee & fresh fruit daily
  • 'Freebie Fridays’ on the first Friday of every month
  • Cycle to work scheme
  • Access to stimulating training & development
  • In-house leadership academy for future leaders
  • Great location close to transport links
  • Free parking onsite HO, Horwich

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