Mortgage and Protection Specialist

1 month ago

Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time
About Us

Karl Tatler Financial Services is a leading provider of innovative mortgage and insurance solutions.

We pride ourselves on being creative, dedicated, and customer-focused, offering personalized advice and support to help our clients achieve their home ownership and financial protection goals.

About the Opportunity

As a Mortgage and Protection Advisor, you will work closely with our clients to assess their financial situations, goals, and risk tolerance, recommending bespoke mortgage products and providing expert advice on mortgage options, interest rates, and repayment terms.

You will collaborate with lenders, solicitors, and other professionals to ensure a smooth process for our clients, evaluating insurance needs and recommending appropriate life, critical illness, and income protection policies.

We have a direct introducer agreement with a successful estate agent on the Wirral, providing a high volume of referrals and opportunities for growth.

You will join a supportive team within our Head Office, with uncapped commission and regular professional development available, as well as a clear career path and opportunities for advancement.

About You
  • CeMap qualified or equivalent
  • Experience in a similar role
  • Personable and professional
  • Excellent communication skills
  • Able to multi-task in a fast-paced environment
  • Ability to build and maintain relationships
  • High level of organisation and eye for detail
  • Data-driven

  • Mortgage and Protection Specialist

    4 weeks ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time £42,000

    About the RoleWe are seeking a highly 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...

  • Mortgage and Protection Specialist

    4 weeks ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time £42,000

    About the RoleWe are seeking a highly 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...

  • Mortgage and Protection Specialist

    4 weeks ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time £42,000

    About the RoleWe are seeking a highly skilled Mortgage and Protection Advisor to join our team at Karl Tatler Financial Services. As a key member of our team, you will play a vital role in helping our clients achieve their home ownership and financial protection goals.Key ResponsibilitiesAssess clients' financial situations and goals to recommend bespoke...

  • Mortgage and Protection Specialist

    4 weeks ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time £42,000

    About the RoleWe are seeking a highly skilled Mortgage and Protection Advisor to join our team at Karl Tatler Financial Services. As a key member of our team, you will play a vital role in helping our clients achieve their home ownership and financial protection goals.Key ResponsibilitiesAssess clients' financial situations and goals to recommend bespoke...

  • Mortgage and Protection Specialist

    1 month ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time

    About UsKarl Tatler Financial Services is a leading provider of innovative mortgage and insurance solutions. Our team is dedicated to delivering exceptional customer service and providing personalized advice to help individuals achieve their home ownership and financial protection goals.About the OpportunityAs a Mortgage and Protection Advisor, you will work...

  • Mortgage and Protection Specialist

    1 month ago

    Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time

    About UsKarl Tatler Financial Services is a leading provider of innovative mortgage and insurance solutions. Our team is dedicated to delivering exceptional customer service and providing personalized advice to help individuals achieve their home ownership and financial protection goals.About the OpportunityAs a Mortgage and Protection Advisor, you will work...

  • Mortgage and Protection Advisor

    2 months ago

    Heswall, UK, Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: HeswallOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year oneAdvert Start Date: 17/09/2024Advert End Date: 30/09/2024ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions.The key...

  • Mortgage and Protection Advisor

    2 months ago

    Heswall, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: HeswallOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year oneAdvert Start Date: 17/09/2024Advert End Date: 30/09/2024ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions.The key...

  • Mortgage and Protection Advisor

    2 months ago

    Heswall, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: HeswallOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year oneAdvert Start Date: 17/09/2024Advert End Date: 30/09/2024ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions.The key...

  • Mortgage Advisor

    1 day ago

    Heswall, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Description Job Title: Mortgage and Protection Advisor Location: Heswall Opportunity Type: Full Time, Permanent Salary: £42,000 OTE Year one Advert Start Date: 16/10/2024 Advert End Date: 31/10/2024 ALL ABOUT US At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage...

  • Sales Progression Agent

    4 months ago

    Heswall, United Kingdom Clifton Gray Full time

    Our client is an extremely successful independent estate agency on the Wirral who have a huge market share of the local property market. Within their busy team of high calibre estate agents they are now looking to add an experienced Sales Progressor. This role is an extremely pivotal part to the sales process, and will involve everything to ensure that all...

  • Sales Progressor

    5 months ago

    Heswall, United Kingdom Clifton Gray Full time

    Our client is a prestigious, award-winning estate agency on the Wirral who have a huge market share of the local property market. Within their busy team of high calibre estate agents they are now looking to add an experienced Sales Progressor. This role is an extremely pivotal part to the sales process, and will inolve everything to ensure that all...

  • Lettings Tenancy Progressor

    5 months ago

    Heswall, United Kingdom Clifton Gray Full time

    Our client is a successful estate and lettings agent who have a fantastic reputation for providing first class customer service. They are now seeking an experienced **Lettings Tenancy Progressor** to join their team based on the Wirral. Our client requires a self-motivated and enthusiastic individual who is outgoing, a good communicator and enjoys working...