Mortgage and Protection Adviser

4 weeks ago

Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time
Mortgage & Protection Adviser Job Description

This employed, Mortgage & Protection Adviser role in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm.

As a Mortgage & Protection Adviser, you will be assisting new and existing clients by providing advice on their mortgage and protection needs. You will guide clients through the process and liaise with solicitors and estate agents to ensure cases reach completion.

Our client's core service is financial planning; therefore, most clients will be passed to you by their team of Financial Advisers, meaning the client already has a relationship with the company and likely benefits from existing details on file.

Alongside clients provided to you, you should be proactive in generating new clients through referrals, professional introducers, converting company leads, and personal connections. The business is active in producing marketing materials, so you should utilize these on social media and when networking with introducers.

Mortgage & Protection Adviser Requirements
  • You must hold full CeMAP or equivalent.
  • You should also hold R05 or be happy to obtain this.
  • You must have experience as a Mortgage Adviser with CAS status.
  • You should have a positive approach towards technology and be confident talking to clients via video conferencing.
  • You should be proactive in spotting new business opportunities.
Mortgage & Protection Adviser Benefits
  • Salary of £30,000 - £35,000 subject to experience and qualifications.
  • Plus discretionary annual bonus, following completion of a year's service.
  • Office-based role with some travel to client visits if essential or the client wishes.
  • Flexible working with good holiday allowance and option to buy and sell holiday.
  • Contributory pension scheme and death-in-service benefit.
  • Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs, etc.

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