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Mortgage and Protection Specialist
2 months ago
Are you a detail-oriented professional with a passion for mortgage advising? Do you want to work with a leading financial services firm that offers a clear career path and industry-leading training? Look no further
About the RoleAs a Mortgage and Protection Advisor, you will be responsible for managing client relationships, generating business leads, and working closely with the estate agency team to maximize in-branch opportunities. You will advise clients on mortgage options, ensuring a smooth process from lead generation to client care.
Key Responsibilities- Engage with clients to assess their mortgage and protection needs
- Build and maintain client relationships and develop new business opportunities
- Follow up on leads generated by the estate agency team
- Provide exceptional customer service throughout the mortgage process
- Work closely with estate agents, administrators, compliance teams, and sales directors
- Generate your own leads and drive business growth
- CeMAP qualification (or equivalent)
- Experience as a Mortgage and Protection Advisor
- Strong multitasking skills and ability to manage multiple clients
- Excellent communication skills and ability to engage with clients through various channels
- Ability to work collaboratively with branch teams to identify referral opportunities
- Strong presence in front of a camera for social media and client engagement
As a Mortgage and Protection Advisor with Bolt-On Recruitment, you will enjoy a stimulating and fast-paced environment with excellent earning potential. You will have access to ongoing training and development opportunities, a clear career progression path, and a supportive work environment designed to help you excel.
