Mortgage and Protection Specialist

1 month ago


Milton Keynes, Milton Keynes, United Kingdom Consegna Full time
Mortgage & Protection Advisor Role

We are seeking a highly skilled Mortgage & Protection Advisor to join our team at Consegna. As a key member of our mortgage team, you will be responsible for providing expert advice and guidance to clients on mortgage and protection products.

Key Responsibilities:
  • Provide clients with tailored advice and recommendations on mortgage and protection products
  • Oversee each application through to completion, working closely with administrators and paraplanners where required
  • Ensure all files meet the standards set out by the company, network, and regulator
  • Update relevant client management systems and reports
  • Communicate effectively with clients and introducers, addressing any queries in a timely manner
  • Maintain compliance and regulatory requirements, adhering to the rules set out by the company, regulator, and network
  • Stay up-to-date with industry and market developments
  • Pursue ongoing professional development and maintenance of required qualifications
Requirements:
  • CeMAP 1, 2, and 3 qualifications are essential
  • Experience in the whole of the market is desirable
  • Proven track record of working in a sales target environment or managing a busy workload with deadlines
  • Highly motivated individual with a proven record of success
  • Excellent communication skills, both written and verbal

This is an excellent opportunity to join a successful and established brokerage as a Mortgage & Protection Advisor. If you believe you have the skills and experience required for this role, please apply now or contact Jay Garratt at Consegna to discuss further.



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