Experienced Mortgage Advisor

22 hours ago


Heswall, Wirral, United Kingdom Karl Tatler Financial Services Full time £42,000
Mortgage and Protection Advisor Role

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
  • Assist with mortgage applications and the collection of documentation
  • Evaluate insurance needs and recommend appropriate life, critical illness, and income protection policies
  • 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 delivering exceptional customer service.



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