Mortgage and Protection Specialist

2 days ago

ApplebyinWestmorland, Cumbria, United Kingdom Quilter Full time
About the Role

We are seeking a seasoned Mortgage and Protection Sales Advisor to join our team at Infinite Financial Services. As a key member of our team, you will be responsible for providing comprehensive mortgage and protection advice to a diverse range of clients.

Key Responsibilities
  • Assess clients' financial circumstances to determine suitable mortgage and protection products
  • Provide guidance on protection products related to the mortgage process, such as life assurance, income protection, and home protection
  • Maintain up-to-date knowledge of the mortgage and protection market and related financial products
  • Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions
  • Prepare and submit detailed mortgage and protection applications on behalf of clients
  • Ensure compliance with all relevant regulations and laws
  • Deliver exceptional customer service, building and maintaining long-term client relationships
Requirements
  • CeMAP qualification and, ideally, competent adviser status
  • Demonstrated experience as a mortgage and protection advisor with a solid history of generating new sales and seeing them through to completion
  • In-depth knowledge of the mortgage and protection industry and financial regulations
  • Outstanding communication and interpersonal abilities
  • Capability to work autonomously and collaboratively
  • Exceptional numeracy and meticulous attention to detail
  • Dedication to ongoing professional development
  • Resilient, optimistic, and amiable disposition
  • Driven by success
  • Consistently acting in the customer's best interest
  • Capacity to manage stress and forge robust partnerships
What We Offer
  • A lucrative earning potential with a competitive base salary ranging from £23,000 to £25,000, based on experience, plus a competitive bonus structure
  • The on-target earnings (OTE) range from £40,000 to £50,000
  • Opportunities for career advancement
  • A supportive and team-oriented work environment
  • Continuous training and development
  • A flexible work schedule with home and office options
  • Comprehensive back-office administrative support
  • The option to work a four-day week
About Us

Infinite Financial Services is a leading provider of mortgage and protection advice, with a strong reputation for delivering exceptional customer service and guiding clients to the finest mortgage and protection products available. We are committed to creating an inclusive space where everyone can thrive and contribute to our collective success.

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