Senior Mortgage Advisor
5 days ago
We are a leading financial services company that provides a range of services including mortgage planning, protection advice, and insurance to numerous clients. Our company takes great pride in our brand, with a commitment to honesty and professionalism in the services we provide to customers.
Job SummaryWe are seeking a highly skilled and experienced mortgage and protection adviser to join our team as a sales manager. The successful candidate will have a strong track record of success in the industry and a proven ability to manage a team of mortgage and protection advisors.
Key Responsibilities- Meet performance targets and drive business growth
- Prospect and organise meetings with potential clients
- Effectively fact-find to establish clients' current finances and future aspirations
- Provide high-quality professional mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products to clients, enabling them to make informed choices
- Communicate effectively at all levels, both internally and externally
- Ensure all regulatory documentation is completed within the required timescale
- Stay up-to-date with new mortgage and protection products, as well as changes in mortgage regulation
- Maintain a broad knowledge of the financial services industry and relevant regulatory requirements
- Embody and promote our company values, aligning with our brand and culture
- Team Management: Recruit, train, and develop a team of mortgage and protection advisors, set performance targets, and monitor team progress, providing ongoing coaching and support to team members
- CeMAP or relevant mortgage qualification
- Positive attitude and excellent team communication skills
- Minimum 5 years of experience in the industry
- Client-orientated with high customer service skills and communication
- Ability to explain complex information clearly and simply
- Client bank and team management experience
- Generous commission split
- Opportunity to work with a well-established, professional, and forward-looking company
- Full administration support, including submission, recommendation reports, and pipeline chasing
- Home office
- Development support towards a full financial adviser role, if required
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