Mortgage & Protection Consultant

4 months ago

Swansea, United Kingdom Foligno & Co Full time

**THIS IS A SELF EMPLOYED/SUBCONTRACTED ROLE WITH GENEROUS COMMISSION SPLITS - PLEASE DO NOT APPLY UNLESS YOU ARE LOOKING FOR SELF EMPLOYED WORK**

Mortgage & Protection Adviser

**Headquarters**: Swansea but can work remotely

**Commission Split**:Negotiable; Ranging From 70-80%

**OTE differences in commission**:A typical £30,000 per annum commission turnover could take home £3000 per year more with our splits.

Are you ready to be part of an exciting new venture in the world of Mortgage & Protection?

Foligno & Co' is a natural progression/Expansion of Andrew Foligno's succesful Mortgage & Protection Career so far and he wants to be a part of it. _"We recently made the final of the nationally renowned 'Insurance Choice Awards' for 'Best Personal Insurance Broker'"_

We are thrilled to announce that our growing firm is seeking its first Mortgage & Protection Adviser to join our dynamic team. With cutting-edge technology at our core, we are revolutionising the way clients secure mortgages and protect their investments.

At our firm, we believe in leveraging the power of the latest tech innovations to provide our clients with exceptional service and streamline the mortgage and protection process. As our Mortgage & Protection Adviser, you will have the chance to work with state-of-the-art tools and software, enabling you to deliver unparalleled advice and solutions to our clients.
- We understand the importance of flexibility and work-life balance. Therefore, this role offers the option to work remotely or utilise to use an office. _
- Social Media Package & Online Prescence Management.
- Admin Package available
- Where leads provided - 55(you)/45(us) split.
- Be part of our joint podcast venture with a well known Estate Agent.
- Be part of our own local property (coffee morning) surgeries OR let us help you start your own locally to you.
- Market leading CRM system - Smart365.
- We listen to you, we love and are open to new ideas. Be a part of our growth and come up with your own Ideas to help us, put a stamp on your CV that says "I did that".

**Responsibilities**:

- Provide expert mortgage advice to clients, understanding their financial goals, and recommending suitable mortgage products. Conduct thorough assessments of clients' financial circumstances to determine affordability and risk profiles. Research and stay up-to-date with mortgage market trends, products, and regulatory changes.
- Collaborate with the team to develop innovative strategies and processes to enhance our service offerings.
- Utilise our advanced technology platforms to maximise efficiency and deliver exceptional customer experiences.

**Qualifications**:

- CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification.
- Proven experience as a Mortgage Adviser, preferably in a fast-paced and client-focused environment.
- Strong knowledge of mortgage products, regulations, and the broader financial services industry.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proficiency in utilising technology platforms and software to enhance productivity and client service.
- Ability to work independently and as part of a collaborative team.
- Flexibility to adapt to changing market conditions and client needs.
- Understand the need of being compliant and abiding by our own and FCA rules on conduct and integrity.

**Negotiable Commission Split.**

**Salary**: £25,000.00-£80,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Financial planning services
- Free parking
- On-site parking
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application question(s):

- Do you live in South Wales?

Licence/Certification:

- CeMap 1,2, & 3 Qualification (required)

Work Location: Hybrid remote in Swansea

Reference ID: FOLI1

  • Mortgage and Protection Specialist

    4 hours ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking an exceptional Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key member of our team, you will be responsible for providing expert advice and guidance to our customers on mortgage and protection products.Main ResponsibilitiesBuilding relationships with our Estate Agency teams to provide...

  • Mortgage and Protection Specialist

    22 minutes ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking an exceptional Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key member of our team, you will be responsible for providing expert advice and guidance to our customers on mortgage and protection products.Main ResponsibilitiesBuilding relationships with our Estate Agency teams to provide...

  • Mortgage and Protection Specialist

    2 weeks ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About UsCountrywide Mortgage Services is a leading provider of mortgage and protection solutions, part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK.Job SummaryWe are seeking an exceptional Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you will...

  • Mortgage and Protection Specialist

    2 weeks ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About UsCountrywide Mortgage Services is a leading provider of mortgage and protection solutions, part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK.Job SummaryWe are seeking an exceptional Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you will...

  • Mortgage and Protection Specialist

    1 week ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key member of our team, you will be responsible for providing exceptional customer service and advice on a range of mortgage products and services.Main ResponsibilitiesBuilding strong relationships with our...

  • Mortgage and Protection Specialist

    1 week ago

    Swansea, City and County of Swansea, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key member of our team, you will be responsible for providing exceptional customer service and advice on a range of mortgage products and services.Main ResponsibilitiesBuilding strong relationships with our...

  • Mortgage Advisor

    4 months ago

    Swansea, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Advisor John Francis Estate Agency are looking for a Mortgage and Protection Advisor to join them in Swansea. OTE £60k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable...

  • Mortgage and Protection Advisor

    1 day ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorCITRUS ELITE RECRUITMENT LIMITED is seeking an ambitious and driven Mortgage and Protection Advisor to join our team. As a key player in our business, you will have the opportunity to develop your financial advice career with an experienced company that has supported mortgage advisers since 1996.Our...

  • Mortgage and Protection Advisor

    1 day ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorCITRUS ELITE RECRUITMENT LIMITED is seeking an ambitious and driven Mortgage and Protection Advisor to join our team. As a key player in our business, you will have the opportunity to develop your financial advice career with an experienced company that has supported mortgage advisers since 1996.Our...

  • Mortgage and Protection Specialist

    2 weeks ago

    Swansea, City and County of Swansea, United Kingdom John Francis Full time

    {"title": "Mortgage and Protection Advisor", "description": "Role OverviewAt John Francis Estate Agency, we are seeking a highly skilled Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you will be responsible for providing exceptional customer service and delivering high-quality mortgage solutions to our clients.Key...

  • Mortgage and Protection Specialist

    2 weeks ago

    Swansea, City and County of Swansea, United Kingdom John Francis Full time

    {"title": "Mortgage and Protection Advisor", "description": "Role OverviewAt John Francis Estate Agency, we are seeking a highly skilled Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you will be responsible for providing exceptional customer service and delivering high-quality mortgage solutions to our clients.Key...

  • Mortgage and Protection Specialist

    2 days ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Job OpportunityWe are seeking a skilled Mortgage & Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED.This role offers a unique chance to develop your financial advice career with an experienced business that has supported mortgage advisors for years.The successful candidate will have the opportunity to work with a business that has an...

  • Mortgage and Protection Specialist

    2 days ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Job OpportunityWe are seeking a skilled Mortgage & Protection Advisor to join our team at CITRUS ELITE RECRUITMENT LIMITED.This role offers a unique chance to develop your financial advice career with an experienced business that has supported mortgage advisors for years.The successful candidate will have the opportunity to work with a business that has an...

  • Mortgage and Protection Specialist

    1 day ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Financial Advice PotentialAre you a skilled Mortgage & Protection Advisor looking for a consistent flow of high-value leads to drive your career forward?Join a business with a market-leading commission structure that ensures higher-than-average earnings, plus a competitive basic salary of £28k region.This is an exciting opportunity to grow your...

  • Mortgage and Protection Specialist

    1 day ago

    Swansea, City and County of Swansea, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Unlock Your Financial Advice PotentialAre you a skilled Mortgage & Protection Advisor looking for a consistent flow of high-value leads to drive your career forward?Join a business with a market-leading commission structure that ensures higher-than-average earnings, plus a competitive basic salary of £28k region.This is an exciting opportunity to grow your...

  • Mortgage and Protection Specialist

    23 hours ago

    Swansea, City and County of Swansea, United Kingdom Peter Alan Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorAt Peter Alan Estate Agency, we're seeking a skilled Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you'll have the opportunity to excel in a dynamic and supportive environment, with a focus on delivering exceptional customer service and driving business...

  • Mortgage and Protection Specialist

    5 hours ago

    Swansea, City and County of Swansea, United Kingdom Peter Alan Full time

    Unlock Your Potential as a Mortgage and Protection AdvisorAt Peter Alan Estate Agency, we're seeking a skilled Mortgage and Protection Advisor to join our team in Swansea. As a key member of our team, you'll have the opportunity to excel in a dynamic and supportive environment, with a focus on delivering exceptional customer service and driving business...

  • Mortgage and Protection Specialist

    4 days ago

    Swansea, City and County of Swansea, United Kingdom John Francis Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at John Francis Estate Agency in Swansea. As a key member of our team, you will play a vital role in delivering exceptional customer experiences throughout the mortgage process.Key ResponsibilitiesDevelop strong relationships with our Estate Agency...

  • Mortgage and Protection Specialist

    5 days ago

    Swansea, City and County of Swansea, United Kingdom John Francis Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at John Francis Estate Agency in Swansea. As a key member of our team, you will play a vital role in delivering exceptional customer experiences throughout the mortgage process.Key ResponsibilitiesDevelop strong relationships with our Estate Agency...

  • Mortgage and Protection Specialist

    7 days ago

    Swansea, City and County of Swansea, United Kingdom John Francis Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team at John Francis Estate Agency in Swansea. As a key member of our team, you will play a crucial role in delivering exceptional customer experiences throughout the mortgage process.Key ResponsibilitiesDevelop strong relationships with our Estate Agency...