Mortgage and Protection Specialist

3 days ago

ApplebyinWestmorland, Cumbria, United Kingdom Quilter Full time
Job Opportunity: Mortgage & Protection Adviser

We are seeking a seasoned Mortgage & Protection Sales Advisor to join our team at Infinite Financial Services. As a key player in our organization, 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:

  • Deliver comprehensive mortgage and protection advice to clients, assessing their financial circumstances to determine suitable products.
  • Offer guidance on protection products related to the mortgage process, such as life assurance, income protection, and home protection.
  • Maintain up-to-date knowledge of the mortgage and protection market, including financial regulations and 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.
  • Provide exceptional customer service, building and maintaining long-term client relationships.

Requirements:

  • CeMAP qualification and, ideally, competent adviser status.
  • Demonstrated experience as a Mortgage & 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 skills.
  • Capability to work autonomously and collaboratively.
  • Exceptional numeracy and attention to detail.
  • Dedication to ongoing professional development.
  • Resilient, optimistic, and amiable disposition.
  • Driven by success.
  • Capacity to manage stress and forge robust partnerships.

Benefits:

  • Lucrative earning potential with a competitive base salary ranging from £23,000 to £25,000, based on experience, plus a competitive bonus structure.
  • On-target earnings (OTE) range from £40,000 to £50,000.
  • Opportunities for career advancement.
  • Supportive and team-oriented work environment.
  • Continuous training and development.
  • Flexible work schedule with home and office options.
  • Comprehensive back-office administrative support.
  • Option to work a four-day week.

About Us:

Infinite Financial Services is a leading provider of mortgage and protection advice, committed to delivering exceptional customer service and building long-term relationships with clients. We are dedicated to creating an inclusive work environment where everyone can thrive and contribute to our collective success.

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