Mortgage and Protection Specialist

4 days ago


Peterborough, Peterborough, United Kingdom haart Full time

Mortgage and Protection Adviser Role

At haart, we're seeking an experienced Mortgage and Protection Adviser to join our team. As a Mortgage and Protection Adviser, you'll play a vital role in providing exceptional client care and expertise in mortgage and protection advising.

Key Responsibilities:

  • Generate and maintain client relationships and business, maximising in-branch opportunities and thriving in a challenging environment.
  • Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client.
  • Generate your own leads and business.
  • Work collaboratively with the Estate Agency team, Admin team, Training and Development team, Compliance team, and Divisional Sales Director to ensure an efficient process for clients.
  • Provide exceptional client care and experience from beginning to end, going above and beyond to deliver the highest possible level of customer service.

Requirements:

  • CeMAP qualification or an industry equivalent qualification.
  • Experience in Mortgage and Protection Advising is essential.
  • Legal entitlement to live and work in the UK.
  • Proof of right to work in the UK, including a passport, birth certificate, proof of address, National Insurance number, and full UK driving licence.

Working Hours:

  • This role is full-time, office-based, Monday to Friday, 08:30 - 18:00, with alternate Saturdays, 09:00 - 17:00, and a day off in lieu when working a Saturday.

What We Offer:

  • On-target earnings of £40,000 to £60,000+ per year.
  • Fully uncapped commission scheme.
  • £22,000 - £28,000 basic salary (dependent on experience).
  • Guaranteed monthly payments while building a pipeline, for up to 6 months.
  • Company car or £250 monthly car allowance.
  • Company laptop.
  • Bespoke digital marketing package.
  • Dedicated training and coaching to support ongoing development and progression.
  • A clear career path for career advancement.
  • Access to the Employee 24/7 Assistance Programme.

What You'll Need to Succeed:

  • Engaging with people from all walks of life, establishing their needs and wants, and communicating effectively through various channels.
  • Multitasking and managing numerous responsibilities and tasks.
  • Maintaining relationships with vendors, buyers, and developers to capitalise on opportunities and ensure high-level customer service.
  • Collaborating with peers to build relationships and identify referral opportunities.
  • Taking accountability for KPIs through proactive pursuit of new opportunities and maintaining existing relationships.
  • A strong presence in front of a camera to engage with audiences and maximise reach.

About haart:

haart is a leading estate agency with a commitment to delivering exceptional customer service and expertise in the mortgage and protection advising sector.



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