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Mortgage and Protection Specialist

2 months ago

Warrington, Warrington, United Kingdom Aimee Willow Connex Full time

About the Role

Aimee Willow Connex is seeking a highly skilled Mortgage and Protection Advisor to join our experienced team. As a key member of our team, you will be responsible for delivering exceptional service to our clients, working closely with internal departments and directors to make informed decisions based on customer information.

Key Responsibilities

  • Review mortgage and protection requirements across a wide range of clients, providing research and identifying suitable products.
  • Work closely with internal departments and directors to make informed decisions based on customer information.
  • Deliver exceptional service to clients, ensuring a high level of customer satisfaction.
  • Stay up-to-date with industry developments and changes in the market.
  • Collaborate with colleagues to achieve team goals and objectives.

Requirements

  • CeMAP qualification or industry equivalent.
  • Demonstrable track record of success and knowledge within Financial Services, specialising in mortgage and protection advice.
  • Excellent understanding of the local market, including market movement, activities, and competitors.
  • Enthusiasm to learn and continuously develop knowledge and skills.
  • Passionate about the company and its values.
  • Ability to communicate effectively with colleagues and clients.
  • Good standard of English grammar, spelling, and presentation.
  • Dedication, loyalty, diligence, and efficiency.
  • Full driving licence.
  • Experience in advising on a range of products, including residential, BTL, commercial, and bridging.

About Us

Aimee Willow Connex is a dynamic and forward-thinking company that prides itself on delivering exceptional service and excellence. We are committed to providing a supportive and collaborative work environment that allows our employees to grow and develop their skills.