Qualified Mortgage Adviser

**About us**

Mortgage Solutions Ltd is part of Milecross Financial, one of the largest financial advice practices in the UK and an appointed representative of The Openwork Partnership.

Established in 2005, we have been providing mortgage solutions that meet all our client’s needs for close to 20 years. We help first time buyers. landlords, people looking to remortgage - anyone who needs assistance - our experts are on hand to assist.

We provide an ethical, transparent and friendly service on a face to face, telephony or online basis.

We are currently searching for a motivated, customer focussed, qualified Mortgage and Protection Adviser to join our small friendly team in Lurgan, Northern Ireland.

**About you**

**What we are looking for**

As a mortgage and protection adviser, you'll use your in-depth knowledge of the market to find your clients products suitable for their needs

Identify and source potential new clients and convert leads into ongoing clients through the provision of professional advice.

Provide technically competent advice to agreed key client segments

Generate and develop new business by identifying potential clients through referral, networking and marketing channels and conduct servicing and review events with existing clients

**Key Accountabilities and Responsibilities**

**Lead Generation**
- Generate new business in agreed target markets through various networking activities
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
- Proactively work existing client bank to review mortgage and protection needs
- Liaise with other professionals, such as estate agents, solicitors and valuers

**Provide High Quality Advice**
- Conduct in-depth reviews with clients
- Analyse information and make recommendations best suited to individual clients' requirements

**Client Relationships**
- Build lasting and meaningful client relationships
- Review and respond to clients changing needs and financial circumstances
- Regular client contact.

**Quality Assurance**
- Maintain high compliance standards that satisfy legislative requirements
- Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
- Consistently develop knowledge of mortgage and protection proposition as set out via Openworks sales process

Pay: £30,000.00 per year

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Work Location: In person

Application deadline: 17/05/2024