Mortgage and Protection Specialist

4 weeks ago


Norwich, Norfolk, 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, maximizing in-branch opportunities, and thriving in a challenging yet stimulating environment.

Key Responsibilities

  • Generate and maintain your own client relationships and business, maximizing in-branch opportunities and thriving within a challenging yet stimulating environment
  • Follow up on in-branch leads generated by the Estate Agency team and maximize 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 an industry equivalent qualification
  • Experience of Mortgage and Protection Advising
  • Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
  • Evidence of right to work in the UK, in the form of passport/birth certificate, proof of address, National Insurance, and full UK driving licence

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


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