Mortgage and Protection Specialist

3 weeks ago


St Helens, St. Helens, United Kingdom Eventus Legal Full time
Job Title: Mortgage and Protection Specialist

Eventus Recruitment is seeking an experienced Mortgage & Protection Specialist 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.

Key Responsibilities:
  • 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:
  • 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:
  • 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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