Mortgage and Protection Specialist

4 weeks ago


Liverpool, Liverpool, United Kingdom HL Partnership Full time

Job Title: Mortgage and Protection Advisor

Location: Liverpool (Hybrid)

Job Overview:

As a motivated and experienced Mortgage & Protection Adviser, you will have the freedom and flexibility of working for yourself with the support of a friendly Appointed Representative. Our Appointed Representative is a reputable and established financial services company specializing in mortgage advisory services. With a strong track record and a client-centric approach, they provide tailored mortgage solutions to individuals and families, helping them achieve their dreams.

Key Responsibilities:

  • Assess clients' financial situations and advise them on suitable mortgage products.
  • Liaise with lenders to negotiate mortgage terms and conditions on behalf of clients.
  • Prepare and submit mortgage applications, ensuring all documentation is accurate and complete.
  • Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes.
  • Build and maintain strong relationships with clients, providing exceptional customer service throughout the mortgage process.
  • Conduct thorough research to identify the best mortgage options available for clients.
  • Assist clients in understanding the terms of their mortgages and any associated costs.
  • Collaborate with estate agents, solicitors, and other professionals involved in the property transaction process.

Requirements:

  • Proven experience as a Mortgage & Protection Adviser.
  • In-depth knowledge of mortgage products and the lending criteria.
  • Strong emphasis on protection advice to complement mortgage advice.
  • Regular, good quality leads.
  • Full admin support provided which helps advisors processing times and allows for time to be focused on more new clients.
  • A team environment – support and knowledge to help advisers succeed.
  • Comprehensive Training & Development programs to enhance your skills and expertise.

Additional Information:

  • Commission pay.
  • Day shift.
  • Financial services.


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