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Mortgage and Protection Specialist

2 months ago


ApplebyinWestmorland, Cumbria, United Kingdom Quilter Full time
{"title": "Mortgage and Protection Advisor", "description": "About the Role

Infinite Financial Services, a leading provider of mortgage and protection solutions, is seeking a seasoned Mortgage and Protection Advisor to join its team. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products, ensuring their financial security and peace of mind.

Key Responsibilities
  • Assess clients' financial circumstances to determine suitable mortgage and protection products
  • Provide comprehensive mortgage and protection advice to a diverse range of clients
  • Maintain up-to-date knowledge of the mortgage and protection market and related financial products
  • Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions
  • Prepare and submit detailed mortgage and protection applications on behalf of clients
  • Ensure compliance with all relevant regulations and laws
  • Deliver exceptional customer service, building and maintaining long-term client relationships
Requirements
  • CeMAP qualification and, ideally, competent adviser status
  • Demonstrated experience as a mortgage and protection advisor with a solid history of generating new sales and seeing them through to completion
  • In-depth knowledge of the mortgage and protection industry and financial regulations
  • Outstanding communication and interpersonal abilities
  • Capability to work autonomously and collaboratively
  • Exceptional numeracy and meticulous attention to detail
  • Dedication to ongoing professional development
  • Resilient, optimistic, and amiable disposition
  • Driven by success
  • Consistently acting in the customer's best interest
What We Offer

The position offers a lucrative earning potential with a competitive base salary ranging from £23,000 to £25,000, based on experience, plus a competitive bonus structure. The on-target earnings (OTE) range from £40,000 to £50,000. Additional benefits include opportunities for career advancement, a supportive and team-oriented work environment, continuous training and development, and a flexible work schedule with home and office options.

We are committed to creating an inclusive space where everyone, regardless of their background, can thrive and contribute to our collective success.

Please send your CV and a cover letter detailing your experience and why you would be a perfect fit for this role to [insert contact information].

", "company": "Infinite Financial Services", "location": "North West of England", "salary": "£23,000 - £25,000", "bonus": "£40,000 - £50,000"}