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Experienced Mortgage Advisor
2 months ago
We are seeking a skilled Mortgage and Protection Advisor to join our team at Karl Tatler Financial Services. As a key member of our team, you will work closely with our clients to assess their financial situations, goals, and risk tolerance, providing expert advice on mortgage options, interest rates, and repayment terms.
Key Responsibilities:
- Evaluate clients' financial situations and recommend bespoke mortgage products
- Assess insurance needs and recommend appropriate life, critical illness, and income protection policies
- Provide expert advice on mortgage options, interest rates, and repayment terms
- Assist with mortgage applications and the collection of documentation
What We Offer:
- A direct introducer agreement with a high-volume estate agent on the Wirral
- Uncapped commission and regular professional development opportunities
- A supportive team environment with regular team social events
About Us:
Karl Tatler Financial Services is a leading provider of mortgage and insurance solutions. We pride ourselves on being innovative, creative, and dedicated to delivering exceptional results for our clients.
