Mortgage and Protection Specialist

1 month ago


WestonsuperMare, North Somerset, United Kingdom Brook Street Full time

Brook Street is seeking a Mortgage and Protection Advisor to join their team.

About the Role:

This is an exciting opportunity to work with a nationwide, highly reputable client, providing expert advice on mortgages and protection products to clients.

Key Responsibilities:

  • Build and maintain client relationships, ensuring excellent customer service from start to finish.
  • Follow up on provided leads and actively generate new leads and business opportunities.
  • Collaborate with different business areas to streamline processes and ensure a seamless client experience.
  • Take accountability for KPIs by proactively seeking new opportunities and maintaining existing relationships.
  • Maintain regular contact with vendors, buyers, and developers to capitalise on opportunities.
  • Provide expert advice on mortgages and protection products tailored to clients' needs.
  • Deliver exceptional client care, going above and beyond to ensure a high level of satisfaction.
  • Engage confidently with clients via phone, email, face-to-face, and social media platforms.
  • Effectively multitask and manage various responsibilities and tasks within a fast-paced environment.

Requirements:

  • Must hold CeMAP qualification or equivalent.
  • Proven experience as a Mortgage and Protection Adviser.
  • Strong communication skills and the ability to engage with a wide variety of clients.
  • Confidence in front of a camera, with the ability to engage and appeal to an audience through digital channels.
  • Excellent multitasking and time management skills.
  • Ability to work collaboratively with peers to generate referrals and opportunities.
  • Full UK driving license (for company car or car allowance).

Benefits:

  • On-target earnings of 55,000+ per year.
  • Hybrid working options available.
  • 24,000 basic salary (depending on experience).
  • Fully uncapped commission scheme.
  • Company car or 250 monthly car allowance.
  • Guaranteed monthly payments while building a pipeline (up to 6 months).
  • Leads provided.
  • Bespoke digital marketing package to support business growth.
  • Dedicated training, coaching, and a clear career progression path.
  • Company laptop provided.
  • Employee 24/7 Assistance Programme.

Working Hours:

Full-time, Monday - Friday, 08:30 - 18:00. Saturdays: 09:00 - 17:00 (with a day off in lieu for Saturday work).



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