Financial Services Professional

2 weeks ago


Gosport, Hampshire, United Kingdom Leaders Romans Group Full time
Mortgage and Protection Advisor

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:
  1. Provide expert advice and recommendations on mortgage and protection products to clients.
  2. Oversee the application process from start to finish, liaising with administrators and other departments as necessary.
  3. Gather essential information to identify client needs and preferences.
  4. Build strong relationships with clients and follow up on leads to ensure their needs are met.
  5. Ensure all relevant documents are completed efficiently and accurately.
Requirements:
  • 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.
Benefits:
  • 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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