Mortgage and Protection Adviser

3 weeks ago


Belfast, United Kingdom CDF Financial Full time

**Mortgage and Protection Adviser**

**CDF Financial** are seeking a **Mortgage and Protection Adviser** to join an embryonic but growing team based in their premises in **Belfast BT3**

We are a successful Mortgage & Protection advisory business looking to grow their team with the addition of a Mortgage and Protection Adviser.

Has you current role grown stale? Do you feel that progression opportunities are limited?

Are you concerned about job security?

Our business thrives in any property market due to our unique proposition and our introductory network. We are NOT reliant on new build, first time buyers etc ( though we cater for every mortgage need ).

Our group of businesses are growing and recruiting in 2023 which will be our strongest financial year to date ( trading since 2011 ).

Do you feel limited by your product and service offering?

As well as the usual range of residential mortgage, buy to let range and personal protection products we are also able to offer our clients a range of other services including business protection, commercial and bridging finance, second charge mortgages, private medical insurance etc.

Competitive base salary of **£25,000 -£30,000 and OTE of £40,000+**

**Responsibilities**:

- Manage a pipeline of cases efficiently
- Engage with clients in a friendly and confident manner
- Deliver an excellent customer experience
- Generate referral business from existing clients
- Advise clients on all relevant products
- Exceed targets, both in terms of compliance, customer satisfaction and financial

**Skills & Experience Required**:

- A minimum of 2 years in a Whole of Market Mortgage and Protection advice role
- Competent Adviser Status
- CeMAP, MAQ qualified or similar
- Outstanding communication skills at all levels, both written and oral.
- Demonstrate a confident telephone manner & excellent customer service.
- A team player with ability to use own initiative.
- Must have experience of a fast-paced volume business
- Must have experience of a targeted sales environment

We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£40,000.00 per year

Schedule:

- 8 hour shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus

Application question(s):

- Do you have Competent Advisor Status?

**Experience**:

- Whole of Market Mortgage & Protection: 2 years (required)

Licence/Certification:

- CeMap, MAQ or similar (required)

Work Location: One location

Application deadline: 11/04/2023
Reference ID: MPA/03/23
Expected start date: 17/04/2023



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