Mortgage and Protection Specialist

3 days ago


St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time
Mortgage & Protection Adviser Job Opportunity

We are seeking an experienced Mortgage & Protection Adviser to join our successful Mortgages and Financial Advisory firm in St. Helens. This is a great opportunity to join a supportive team and benefit from 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
  • 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
  • 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

If you are interested in this career-enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion.



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