Mortgage and Protection Specialist
3 days ago
About the Role
As a Mortgage and Protection Adviser at haart, you will be responsible for generating and maintaining your own client relationships and business, maximising in-branch opportunities, and thriving within a challenging yet stimulating environment.
Key Responsibilities
- Generate and maintain your own client relationships and business
- Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client
- Generate your own leads and business
- Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team, and Divisional Sales Director to ensure an efficient process for the client
- Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service
Requirements
- CeMAP qualification or an industry equivalent qualification
- Experience of Mortgage and Protection Advising
- Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
- Evidence of right to work in the UK, in the form of passport/birth certificate, proof of address, national insurance, and full UK driving licence
Working Hours
- Full-time office-based role
- Monday to Friday, 08:30 to 18:00
- Alternate Saturdays, 09:00 to 17:00
- Day off in lieu when working a Saturday
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