Financial Services Advisor

1 week ago

Lincoln, Lincolnshire, United Kingdom GCB Recruitment Full time

We are seeking a skilled Mortgage and Protection Specialist to join our team at GCB Recruitment. As a Mortgage and Protection Advisor, you will be responsible for providing expert advice to clients on mortgage and protection products.

The ideal candidate will have previous experience in the financial services industry and a strong understanding of mortgage and protection products. Alternatively, if you are looking to start your career and have recently passed CeMAP level 1, our client will support you in a trainee position while you complete the qualification.

The role will involve working closely with a well-established financial services company, providing face-to-face advice to clients and writing mortgage and protection business. The successful candidate will be offered a competitive salary, strong commission structure, and excellent progression opportunities.

Key Responsibilities:

  • Liaising with financial services staff to ensure effective referrals and business growth.
  • Providing expert advice to clients on mortgage and protection products, including face-to-face consultations and written recommendations.
  • Writing mortgage and protection business, including applications and policy documents.

Requirements:

  • Strong knowledge of mortgage and protection products, including CeMAP qualifications.
  • Excellent communication and customer service skills.
  • Ability to work in a fast-paced environment and meet targets.

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