Mortgage and Protection Specialist

5 days ago


Birkenhead, Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

About Us

Karl Tatler Financial Services has been a market leader in mortgage and insurance solutions for over 25 years, earning multiple awards for our customer-centric approach.

We pride ourselves on being innovative, creative, and dedicated to delivering exceptional results. Our team is the key to our success, working together to earn the respect and trust of our clients and provide them with personalized advice and support to achieve their home ownership and financial protection goals.

About the Opportunity

As a Mortgage and Protection Advisor, you will work closely with clients to assess their financial situations, goals, and risk tolerance, recommending bespoke mortgage products and providing expert advice on mortgage options, interest rates, and repayment terms. Your role will involve collaborating with lenders, solicitors, and other professionals to ensure a smooth process for our clients.

You will also be responsible for evaluating insurance needs, recommending life, critical illness, and income protection policies while maintaining accurate records.

This position offers uncapped commission, regular professional development, and a clear career path within our established and supportive team at Head Office.

About You

  • CeMap qualified or equivalent
  • Experience in a similar role
  • Personable and professional
  • Excellent communication skills
  • Able to multitask in a fast-paced environment
  • Ability to build and maintain relationships
  • High level of organization and attention to detail
  • Data-driven

Benefits

We offer a competitive salary of £42,000 OTE in the first year, increasing thereafter, along with regular fully funded team social events and a staff bar at Head Office.



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