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Mortgage & Protection Advisor

2 months ago


Norwich, United Kingdom rthirteen recruitment Full time

R13 are pleased to be working with a fantastic financial advice practice in their search for a Mortgage & Protection Advisor to join their Norfolk team on either a self-employed or employed basis.

This is a full-time position working Monday to Friday, based in Norfolk. The offered salary for this opportunity is negotiable depending on experience & contract terms.

The companyThis independent financial advice practice has become well known within their field for the outstanding & comprehensive service they provide to clients. Developing lifetime relationships with clients, they are truly a business who care They are looking for likeminded individuals, looking to develop within a high reputable business.

The benefitsEmployed: 5 day working week, 4 weeks holiday plus bank holiday, company pension, sick payOther: company events, financial planning services, referral programme.

The day to day

  • Utilising knowledge and expertise to provide mortgage advice and guidance
  • Liaising with your customer base, undertaking in depth fact find & guiding them through the mortgage application process.
  • Understanding often complex customer needs and circumstances
  • Analysing financial information to determine eligibility for loans
  • Assuring superb standards of service, assuring repeat business and recommendations
  • Working as part of a wider team in the achievement of business objectives
  • Maintaining up to date knowledge on mortgage products, industry regulations, and trends.

You will have/be

  • Full CeMAP qualification, at least 2 years hands on experience
  • Professional yet personable approach.
  • Rounded communication skills at all levels
  • Knowledge of mortgage marketplace & lending regulations/procedures.
  • The ability to utilise strong product knowledge to offer clear advice and guidance
  • Able to work in an analytical and precise manner with attention to detail

How to apply

To hear more details about this fantastic opportunity please email your CV to Rosie Branford - Senior Recruitment Partner at R13 Recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.