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Mortgage and Protection Advisor

2 months ago


Cheltenham, Gloucestershire, United Kingdom Rayner Personnel Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Mortgage and Protection Advisor. As a key member of our team, you will be responsible for building relationships with our Estate Agency partners, attracting new customers, and providing expert advice on a range of mortgage and protection products.

Main Responsibilities
  • Business Development: Identify and pursue new business opportunities with our Estate Agency partners, with a focus on generating new leads and converting them into sales.
  • Customer Service: Provide exceptional customer service to our clients, ensuring that their needs are met and exceeded.
  • Product Knowledge: Develop and maintain in-depth knowledge of our mortgage and protection products, including their features, benefits, and applications.
  • Relationship Building: Build and maintain strong relationships with our Estate Agency partners, colleagues, and clients, with a focus on building trust and credibility.
Requirements
  • Qualifications: Hold a Ce Map or industry equivalent qualification.
  • Business Acumen: Have a strong understanding of the financial services industry and the ability to generate new business in a target-driven environment.
  • Communication Skills: Possess excellent verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
  • Technical Skills: Be IT literate, with a strong understanding of MS Office, internet, and email systems.
  • Personal Qualities: Be resilient, positive, organized, numerate, and detail-oriented, with a strong work ethic and a willingness to learn and develop.
About Us

Rayner Personnel is a leading recruitment agency specializing in the placement of candidates in the financial services industry. We are committed to providing exceptional service to our clients and candidates, with a focus on building long-term relationships and delivering results.