Financial Services Expertise Advisor

21 hours ago


Milton Keynes, Milton Keynes, United Kingdom Leaders Romans Group Full time
About the Role

We are recruiting for a Financial Services Expertise Advisor to join our esteemed team at the Leaders Romans Group. As a key role within our estate agency group, you will be responsible for securing lending, protection and general insurance business, as well as developing new revenue streams.

The ideal candidate will have fully CeMAP qualified status (or equivalent), with excellent communication skills and a proven ability to build strong relationships with customers.

This is a dynamic and challenging role, offering a competitive salary of approximately £45,000 - £65,000 per annum, plus a generous benefits package and outstanding opportunities for career progression.

Key Responsibilities:

  • Developing and maintaining a client base with a view to securing lending, protection and general insurance business.
  • Maximising mortgage sales potential with a proactive approach to business development and securing new clients.
  • Working closely with your dedicated administrator to ensure that cases move from the point of application to completion in a timely fashion.
  • Lead source from our branch network.


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