Mortgage Advisor

2 weeks ago

West Midlands, United Kingdom Mortgage Advice Bureau (MAB) 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.

We are looking for experienced and enthusiastic individuals to join our mortgage & protection team and be CeMAP qualilfied or equivalent to offer advice & recommendations for customers with one of the UK's leading online estate agencies.

You will be responsible for conducting high quality calls to customers and providing regulated advice to them, focusing on appropriate outcomes.

Role Summary

Your performance and competence will be measured against a range of Key Performance Indicators within a regulatory framework to ensure our customers respond and go on to obtain the insurance product they require.

This is an excellent opportunity for an ambitious individual to join one of MAB's successful and market leading mortgage brokers. You must have a minimum of 2 years’ experience of advising on mortgage & protection products, and consistently exceeding sales targets.

You must be hardworking, flexible, an excellent communicator and willing to go that extra mile to provide a 5-star service to our clients.

Your duties will include:

  • Conduct appointments with clients in a friendly and engaging manner, communicating clearly and have the ability to explain all mortgage & protection products in a concise way
  • Providing a written recommendation confirming the best advice to suit the customer’s needs following a comprehensive fact find
  • Be able to asses existing policies & products
  • Be able to spot protection opportunities to review cover in a compliant manner ensuring that client is never knowingly disadvantaged
  • Be able to replace or recommend amendments to existing cover providing documented reports to fully explain changes to cover
  • Be able to provide quotations for personal & family protection and explain recommendations at a level the client understands or requires

What you will get in return:

  • Quality leads, approximately 15 per week
  • Admin support to progress your client’s cases through to completion
  • Full training on Systems used for mortgage & protection sourcing
  • Self employed package, initial financial support (repayable) and uncapped earnings OTE £60K +

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