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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:
- Assess client financial situations and provide personalized advice on mortgage products
- Evaluate insurance needs and recommend appropriate life, critical illness, and income protection policies
- Work with clients to collect documentation and assist with mortgage applications
- Maintain accurate records and provide exceptional customer service
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 social events
About Us:
Karl Tatler Financial Services is a leading provider of mortgage and insurance solutions. We pride ourselves on our innovative approach, creative solutions, and dedication to customer satisfaction.
