Experienced Mortgage

2 weeks ago


Belfast, United Kingdom Navigate Mortgages Full time

About the Role


We currently have an exciting opportunity for an experienced Mortgage & Protection Adviser to join the Navigate Mortgages team. This position is perfect for someone who excels at working both collaboratively in a dynamic team environment and independently with initiative.


We are seeking an individual who takes pride in their work, thrives in self-directed roles, and approaches the business with the dedication and care as if it were their own.


The Role:


• Full time; based on the Holywood Road, Belfast.

• Hours; 40 hours per week

• Salary – 28k basic plus uncapped monthly bonus


Key Responsibilities:


• Client Relationships: Build and maintain strong relationships, always putting client needs first.


• Generate New Business: Network and use personal connections to bring in new clients.


• Estate Agent Collaboration: Manage day-to-day interactions with Estate Agent leads.


• System Improvement: Help refine and improve internal processes to support business growth.


• Admin Expertise: Handle administrative tasks confidently using our various platforms and software.


• Sales Achievement: Meet or exceed sales targets by managing your pipeline, identifying opportunities, and delivering tailored solutions.


• Team Collaboration: Support a positive team environment by sharing knowledge, helping colleagues, and working together toward common goals.


• Social Media Engagement: Use platforms like Facebook and LinkedIn for business development and client engagement.


• Attention to Detail: Provide excellent service with high standards of professionalism, grammar, and accuracy.


• Commitment to Success: Work flexible hours to meet goals and ensure success.


Key Skills and Attributes:


• Proven Experience: Demonstrated success as a Mortgage Adviser with a strong track record.


• Self-Motivation: Able to work independently, treating the role like your own business.


• Client-Focused: Passionate about delivering exceptional service and putting clients first.


• Organised and Detail-Oriented: Excellent organisational skills with great attention to detail.


• Tech-Savvy: Confident in using IT tools such as Microsoft PowerPoint and CRM systems.


• Strong Communicator: Excellent verbal and written communication skills.


• Continuous Improvement: Always looking to improve and streamline business processes.


• Professional Demeanour: Respectable, trustworthy, and aligned with our company values.


Requirements:


• Minimum of 1 year experience working as a Mortgage & Protection Adviser.


• Applications will only be considered from fully CeMAP, MAQ or CF1 and CF6 qualified individuals.


• Have exceptional customer service skills and presentation.


• Experienced in offering advice on all aspects of residential mortgages and the associated protection products, including Life Insurance, Critical Illness, Income Protection, Buildings & Contents Insurance.


What We Offer:


• A supportive, forward-thinking environment with opportunities to influence business operations.


• Competitive remuneration package, including bonuses, private medical insurance, 25+ days annual leave


• The autonomy to grow your client base and make a real impact.


• Ongoing professional development opportunities.


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