Mortgage Adviser

2 weeks ago


Birmingham, United Kingdom Coleshill Mortgage Services Ltd Full time

**Experienced Mortgage & Protection Adviser - Flexible Office and Home Working**

Flexible working patterns split between office, home and client visits as required. Core hours in office 9.30-2.30 Monday -Friday from our office in Coleshill, B46.

OTE £45kpa

We are looking for an experienced Mortgage and Protection Adviser to join our team based in Coleshill. We pride ourselves in supporting our clients in their property ownership journey in the long term and not just on a transactional basis and so it is extremely important that the new member of our team has excellent communication and relationship building skills.

**Key Duties**:

- Manage leads from a number of sources effectively
- Effective fact finding to establish clients’ needs and aspirations
- Assess mortgage market and make recommendations to clients, providing advice and support with their decision making.
- Adhere to regulatory rules in delivering advice, maintain competency and continuous professional development
- Provide advice on insurance-based products
- Review and respond in a timely manner to client requests.
- Flexible approach to client needs
- Build and maintain relationships with other professionals/key stakeholders

**Skills, Experience & Attributes**:

- Fully CeMAP qualified.
- Have at least 2 years’ experience working in a Mortgage & Protection Adviser role.
- Understand FCA regulatory requirements of an adviser
- Able to manage time and workload.
- Excellent organisational skills.
- Hardworking and self-motivated with good work ethics.
- Strong inter-personal skills both face to face and on the telephone.
- Ability to act with total discretion and respect client confidentiality.

**Key Requirements**:

- Proven track record in a previous advisory role.

**Key Benefits**:

- Full time office based role but with flexible working patterns allowing for hybrid working to fit in with family / life commitments
- Core office hours Monday to Friday are 9.30 am to 2.30 pm with remainder of time visiting clients or working from home to suit personal circumstances
- Established local business with existing client bank and regular new enquiries
- Friendly small team where you'll be working alongside the directors
- Excellent earning potential
- Laptop and phone provided

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

**Salary**: £45,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Sick pay

Schedule:

- Flexitime
- Monday to Friday

Work Location: Hybrid remote in Birmingham, B46 3BJ

Reference ID: EMA070223
Expected start date: 03/07/2023


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