Mortgage and Protection Adviser

2 days ago


Carlisle, Cumbria, United Kingdom Stan Sherlock Associates Full time
About the Role

We are seeking an experienced Mortgage and Protection Adviser to join our dynamic team at Stan Sherlock Associates. As a key member of our Mortgage Advice team, you will play a vital role in delivering high-quality service and advice to our clients.

Key Responsibilities
  • Engage with potential buyers coming through our estate agency to provide tailored mortgage solutions.
  • Collaborate with our sales team to maximise client referrals and deliver exceptional service and advice.
  • Present clients with mortgage solutions that meet their individual needs.
  • Keep our CRM system updated to ensure seamless communication with clients.
  • Help raise our profile through social media, marketing campaigns, and networking.
  • Stay updated on industry changes and maintain Continuing Professional Development (CPD).
Requirements
  • A solid working knowledge of the Mortgage Broker role.
  • At least 2 years of mortgage broking experience.
  • A driving license.
  • Ability and motivation to work from home.
  • 1 day a month in our Head Office in Carlisle.
What We Offer
  • A competitive salary and bonus package.
  • 23 days holiday plus bank holidays.
  • Additional time off over Christmas and your birthday off.
  • Company pension.
  • Cycle to work scheme.


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