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Mortgage and Protection Specialist

2 months ago


Milton Keynes, Milton Keynes, United Kingdom Leaders Romans Group Full time

Job Title: Mortgage & Protection Advisor

Location: Hybrid role

Brand: Mortgage Scout

Salary: Competitive Salary Package

Hours: Monday to Friday from 8:30am to 6pm, Saturdays 9:30am to 4:30pm (Saturdays are on a rota, 1 in 4, day off in lieu for working a Saturday).

About The Acorn Group:

As a market leader in the real estate industry, The Acorn Group is renowned for its expertise and commitment to excellence. As a subsidiary of the Leaders Romans Group, we offer our clients the best brands, with the best people, in the best locations.

Job Summary and Key Responsibilities:

We are seeking a skilled Mortgage and Protection Specialist to join our team. As a key member of our financial services team, you will be responsible for developing and maintaining a client base, securing lending, protection, and general insurance business, and identifying opportunities to generate revenue.

Duties will include:

  • Building and maintaining strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Maximizing mortgage sales potential through proactive business development and securing new clients.
  • Collaborating with our estate agency team and other departments to maximize lead and income generation.
  • Working closely with your dedicated administrator to ensure that cases move from application to completion in a timely fashion, delivering the best customer outcome.
  • Lead sourcing from our branch network.

Skills required:

  • Fully CeMAP qualified (or equivalent)
  • Exceptional communication skills with the ability to build strong relationships with customers
  • Proven track record in achieving and exceeding targets and expectations
  • Possess a professional and flexible attitude, driven and passionate about mortgages & protection
  • The successful applicant will be subject to a DBS Check
  • An entrepreneurial approach to business.
  • Experience of working in a target-driven, customer-focused environment.
  • Expert knowledge of the mortgage and protection markets.
  • The ability to build relationships with the estate agency team and other departments.
  • Business development skills.
  • Excellent interpersonal skills.

What we can offer you:

  • Proven track record for career growth and advancement within the company
  • Market leading training and ongoing professional development
  • Supportive and collaborative team environment
  • Significant client referral opportunity driven by nationwide estate agency branch network

Benefits:

  • Structured training & support.
  • Excellent opportunities for career progression.
  • Fabulous rewards and incentives for Top achievers.
  • Quarterly and yearly awards including trips abroad
  • An excellent, uncapped commission structure with further bonuses.
  • Generous holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year.
  • Excellent parental leave & company fertility policy in place.
  • Access to an Employee assistance programme including access to a virtual GP 24/7 and mental health first aiders.
  • Retail discounts.

The Leaders Romans Group, as an equal opportunities employer, encourages candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team, who shares our commitment to excellence in the Real Estate Industry.