Mortgage and Protection Solutions Specialist

4 weeks ago


Romford, Greater London, United Kingdom Fortune Commercial Finance Ltd Full time

About Fortune Commercial Finance Ltd

We are a reputable FCA-regulated mortgage broker seeking an experienced Mortgage and Protection Advisor to join our team. As a specialist in mortgage products and protection plans, you will provide expert advice to clients, ensuring they make informed decisions.

Job Overview

  • This is a full-time position offering a competitive salary of £32,000 per annum.
  • You will be responsible for conducting thorough financial assessments, providing expert advice on mortgage products, and assisting clients with mortgage applications.
  • Your role will involve sourcing and securing competitive mortgage deals from various lenders, as well as offering tailored protection solutions.
  • You will maintain strong relationships with clients, providing ongoing support and reviews.

Key Responsibilities

  1. Conduct comprehensive financial assessments to understand clients' mortgage and protection needs.
  2. Provide expert guidance on a wide range of mortgage products, ensuring clients make informed decisions.
  3. Assist clients in completing mortgage applications, guiding them through the entire process.
  4. SOURCE AND SECURE COMPETITIVE MORTGAGE DEALS FROM VARIOUS LENDERS.
  5. Offer customized protection solutions, including life insurance, income protection, and critical illness cover.
  6. Maintain up-to-date knowledge of industry regulations, market trends, and product offerings.
  7. Build and nurture strong client relationships, providing ongoing support and regular reviews.

Requirements

  • Certificate in Mortgage Advice and Practice (CMAP) qualification is mandatory.
  • Compliance Accredited Status (CAS) is also required.
  • Prior experience as a Mortgage and Protection Advisor is essential.
  • In-depth knowledge of mortgage products, regulations, and the broader financial services sector is necessary.
  • Strong communication and interpersonal skills are crucial for success in this role.
  • Ability to work independently and collaboratively as part of a dynamic team.
  • Excellent organizational and time-management abilities are essential.
  • Commitment to maintaining client confidentiality and building trust.

Benefits

  • Company pension scheme.
  • Free parking available.
  • Opportunity to work from home.

Working Arrangements

  • Monday to Friday working hours.

Location

In-person work location.



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