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Mortgage and Protection Specialist

2 months ago

Perth, Perth and Kinross, United Kingdom Recruit UK Full time

Job Title: Mortgage and Protection Specialist

Location: Scotland

Salary: £30,000 + Generous Bonus

Job Type: Full-time

Industry: Financial Services

About Us:

Recruit UK is a specialist recruitment agency in the financial services sector, providing expert advice and connections to match professionals with their ideal roles.

Job Summary:

We are seeking a highly skilled Mortgage and Protection Specialist to join our client's team in Perth. As a key member of the team, you will be responsible for providing expert advice and guidance to clients on mortgage and protection products, with a strong emphasis on protection advice.

Key Responsibilities:

  • Provide expert advice and guidance to clients on mortgage and protection products
  • Conduct thorough needs analysis to identify clients' protection needs
  • Develop and implement protection strategies to meet clients' needs
  • Build and maintain strong relationships with clients to ensure long-term loyalty
  • Stay up-to-date with industry developments and product updates to provide the best possible advice

Requirements:

  • CeMAP or equivalent qualification
  • At least 2 years of experience in mortgage and protection advising
  • Strong organisational skills and structured work habits
  • Excellent IT skills and ability to manage and nurture a client base effectively
  • Location: Ideally Perth, but open to applicants from across Scotland, Newcastle, or Carlisle

What We Offer:

  • Competitive salary and generous bonus structure
  • Opportunities for career progression and professional development
  • Full administration support
  • State-of-the-art tools and technology to support your work
  • Flexible working arrangements, including remote work options

Benefits:

  • Basic salary of £30,000
  • Generous bonus structure
  • Death-In-Service benefit
  • Pension scheme
  • Flexible company benefits, including health and dental schemes

About Our Client:

Our client is a well-established financial planning firm with a strong reputation for providing expert advice and guidance to clients. They are committed to building long-term relationships with their clients and are seeking a Mortgage and Protection Specialist who shares their values and commitment to excellence.

How to Apply:

If you are a highly skilled Mortgage and Protection Specialist looking for a new challenge, please submit your application, including your CV and a cover letter, to Recruit UK. We look forward to hearing from you.