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Mortgage and Protection Adviser

4 weeks ago


Hornchurch, Greater London, United Kingdom haart Full time

About the Role:

We are seeking an experienced Mortgage and Protection Adviser to join our team at haart. As a Mortgage and Protection Adviser, you will be responsible for providing expert advice to clients on mortgage and protection products, ensuring they receive the best possible solutions for their financial needs.

Key Responsibilities:

  • Generate and maintain client relationships and business, maximising in-branch opportunities and thriving within a challenging yet stimulating environment.
  • Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client.
  • Generate your own leads and business.
  • Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure an efficient process for the client.
  • Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service.

Requirements:

  • Current CeMAP qualification or industry equivalent.
  • Experience of Mortgage and Protection Advising.
  • Legal entitlement to live and work in the UK.

Working Hours:

  • Full-time office-based role.
  • Monday to Friday, 08:30 to 18:00.
  • Alternate Saturdays, 09:00 to 17:00.
  • Day off in lieu when working a Saturday.