Mortgage and Protection Specialist

3 weeks ago


St Helens, St. Helens, United Kingdom Eventus Legal Full time
Mortgage and Protection Adviser Job Opportunity

Eventus Recruitment is seeking an experienced Mortgage & Protection Adviser to join a successful Mortgages and Financial Advisory firm in St. Helens. This is a great opportunity to join a successful and ethical business where you will benefit from a supportive team and be offered a career pathway to match your ambitions. In addition to a competitive salary, you will receive 23 days holidays (rising to 28) + bank holidays + birthday as additional day, death in service benefit, high commission potential in addition to basic salary (OTE of £55K - £60K), great progression opportunities, free parking and a very generous pension plan.

Key Responsibilities:

This is a chance to work with a leading mortgages and financial advisory firm with an excellent marketplace reputation. The incoming Financial Adviser should be hungry for winning new business. Around 70% of your business will be provided by the employer, whilst alongside this you would be expected to generate around 30% from existing contacts, marketing/networking activities or new introducer arrangements. Main duties within this job opportunity include:

* Arranging mortgages and mortgage-related protection / insurance products

* Ensuring all appointments are followed up and managed in a timely manner

* Undertaking both face-to-face and telephone fact-finds as required

* Ensuring current regulation guidelines are adhered to, including money laundering and GDPR requirements

* Being diligent and focused on providing the highest level of mortgage advice and customer service to clients

* Following the mortgage sales process, ensuring full compliance at all times

* Visiting and maintaining relationships with introducers

* Ensuring that all documentation is current and up-to-date

Requirements:

The incoming Mortgage & Protection Adviser will be joining a reputable company, which will reward for hard work. To be successful in application to this job opportunity, you will possess the following skills, experience and attributes:

* Minimum of 12 months' experience with CAS status and a proven track record in writing business

* Full CeMAP mortgage qualification or equivalent

* Excellent interpersonal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format

* Knowledge and understanding of current compliance regulations

* Highly competent using Microsoft Office - Excel, Word and Outlook

* Smart and well presented at all times

* Outgoing, ambitious and self-motivated, with the ability to thrive in a pressurised environment

Benefits and Rewards:

The incoming Mortgage Administrator will receive the following benefits:

* Competitive basic salary

* OTE of £55K - £60K

* 23 days holiday (rising to 28) + bank holidays + Birthday as additional day

* Death in service benefit after 12 months

* Great progression opportunities

* Free Parking

* Lots of team / social events

* Company Pension

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