Mortgage and Protection Specialist

2 weeks ago

Great Sankey, Warrington, United Kingdom Aimee Willow Connex Ltd Full time

About the Role

You will be joining a dynamic team of experienced mortgage and protection advisors at Aimee Willow Connex Ltd, a company that prides itself on delivering first-class customer service, drive, and high-quality industry knowledge and experience.

This is a unique opportunity to grow within a strong and dynamic company that values both service and excellence. As a Mortgage and Protection Specialist, you will be responsible for delivering exceptional service, working closely with internal departments and directors to make fair and responsible decisions based on customer information swiftly and diligently.

We pride ourselves on speed, accuracy, service, and a can-do attitude. You will receive full support and have access to a whole-of-market mortgage panel, exclusive mortgage products, and excellent insurance providers.

Key Responsibilities

  • Review mortgage and protection requirements across a wide range of clients, providing research of the market and identifying suitable products.
  • Work closely with internal departments and directors to make fair and responsible decisions based on customer information.
  • Deliver exceptional service to clients, ensuring a high level of customer satisfaction.
  • Stay up-to-date with industry developments and changes in the market.
  • Collaborate with colleagues to achieve team goals and objectives.

Requirements

  • CeMAP qualification or industry equivalent.
  • Demonstrable track record of success and knowledge within Financial Services, specialising in mortgage and protection advice.
  • Excellent understanding of the local market movement, activities, and competitors.
  • Enthusiasm to learn and continuously develop your knowledge and skills.
  • Passionate about the company you work for and your team to really embed our values and processes.
  • Ability to communicate with others in a professional and helpful manner both face-to-face and on the telephone.
  • Good standard of English grammar, spelling, and takes pride in presentation of work.
  • Dedication, loyalty, diligence, and efficiency. Punctual with a tidy manner.

Preferred Qualifications

  • Access to proven and current lead sources.
  • Minimum of 12 months mortgage advising experience within a whole-of-market brokerage.
  • Proven use of mortgage-specific software.
  • Full driving licence.
  • Experience of advising on a range of products including residential, BTL, commercial, and bridging.

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