Mortgage and Protection Specialist
4 weeks ago
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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