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Mortgage and Protection Specialist

2 months ago

Stockport, Stockport, United Kingdom Tall Grass Recruitment Full time

### Job Overview

As a Mortgage and Protection Advisor, you will play a crucial role in providing expert guidance to clients on mortgage and protection advice. Your primary responsibility will be to conduct thorough client interviews, conduct market research, and produce well-informed recommendations that cater to their unique needs and priorities.

### Key Responsibilities

* Conduct client interviews to understand their financial goals and priorities
* Conduct market research to stay up-to-date with the latest mortgage and protection products
* Produce written recommendations that cater to clients' needs and priorities
* Maintain the highest standards of honesty, integrity, and compliance

### Company Overview

Our client, a reputable company based in Stockport, is committed to providing a supportive and training-focused environment for new starters. They offer a favorable working schedule, Monday to Friday, 9 AM - 5:30 PM, with no weekends or late nights. The company also provides an attractive salary and bonus package, as well as opportunities for professional growth and development.

### Requirements

To be successful in this role, you will need to possess a strong work ethic, a proven track record in sales, and recent CeMAP qualification. Experience in banking is not necessarily required, but a desire to start a career in mortgage and protection advice is essential. You will also need to be driven, eager to learn, and committed to developing your skills and knowledge.