Mortgage and Protection Expert

2 weeks ago


London, Greater London, United Kingdom Spicerhaart Full time

About the Role:

We are seeking an experienced Mortgage and Protection Adviser to join our team. As a Mortgage and Protection Adviser, you will be responsible for generating and maintaining client relationships, maximising in-branch opportunities, and working with the Estate Agency team to ensure a smooth client experience.

Key Responsibilities:

  • Generate and maintain your own client relationships and business
  • Follow up on in-branch leads generated by the Estate Agency team
  • 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

Requirements:

  • CeMAP qualification or equivalent
  • Experience of Mortgage and Protection Advising
  • Legal entitlement to live and work in the UK


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