Financial Services Professional
2 weeks ago
We are seeking a highly skilled Mortgage and Protection Advisor to join our team on a permanent basis at our busy office. This is an exciting opportunity to work with an award-winning national property company that is undergoing significant growth.
Key Responsibilities:- Provide expert advice and recommendations on mortgage and protection products to clients.
- Oversee the application process from start to finish, liaising with administrators and other departments as necessary.
- Gather essential information to identify client needs and preferences.
- Build strong relationships with clients and follow up on leads to ensure their needs are met.
- Ensure all relevant documents are completed efficiently and accurately.
- CeMap qualification (level 1, 2, or 3)
- Excellent communication skills to build rapport with customers and clients.
- A proven track record of achieving and exceeding targets and expectations.
- A professional and flexible attitude to meet the demands of the role.
- The successful applicant will be subject to a DBS Check.
- Generous holiday allowance increasing by one day per year based on service, including bank holidays.
- Carry over holiday allowances to the following year.
- Salary sacrifice pension scheme offering NI savings.
- Employee assistance programme with access to a virtual GP 24/7 and mental health first aiders.
- Regular recognition and awards for employees.
- Birthday prize draw.
- Eye care vouchers.
- Staff discounts on retail, utilities, and holidays.
- Refer a friend bonus.
- Department business referrals bonus.
Estimated salary: £30,000 per annum depending on experience.
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