Mortgage and Protection Solutions Specialist
4 weeks ago
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
- Conduct comprehensive financial assessments to understand clients' mortgage and protection needs.
- Provide expert guidance on a wide range of mortgage products, ensuring clients make informed decisions.
- Assist clients in completing mortgage applications, guiding them through the entire process.
- SOURCE AND SECURE COMPETITIVE MORTGAGE DEALS FROM VARIOUS LENDERS.
- Offer customized protection solutions, including life insurance, income protection, and critical illness cover.
- Maintain up-to-date knowledge of industry regulations, market trends, and product offerings.
- 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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