Mortgage and Protection Specialist

3 weeks ago


Saint Neots, Cambridgeshire, United Kingdom haart Full time

About the Role:

As a Mortgage and Protection Adviser at haart, you will be responsible for generating and maintaining your own client relationships and business, maximising in-branch opportunities and thriving within a challenging yet stimulating environment.

Key Responsibilities:

  • Generate and maintain your own 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 as efficient a process as possible 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:

  • CeMAP qualification or an industry equivalent qualification.
  • Experience of Mortgage and Protection Advising.
  • Legal entitlement to live and work in the UK.
  • Proof of Address, National Insurance, Full UK Driving Licence.

Working Hours:

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


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