Mortgage Adviser

3 weeks ago


Basildon, United Kingdom CV-Library Full time

Are you an experienced Mortgage and Protection Adviser looking to work for a market-leading independent property business with great progression and earning potential? 

We are currently looking for an experienced Mortgage and Protection Adviser to join our client's successful team in the Basildon area.

Our clients have multiple offices offering a fantastic reputation and database of clients. All leading them to become market leaders in their areas. 

Salary and Benefits:

Basic Salary - £25,000 increasing after probation

OTE - £50,000 - £80,000

Car Allowance - £3,000

15% - 50% commission depending on banking’s

Quarterly bonus structure 

Private health care

Full admin support (from sign-up through to case completion)

Additional commission for referring business and conveyancing, surveyors etc

Structured career progression and promotion opportunities

Mortgage and Protection Adviser job requirements:

CeMap or Equivalent qualifications

Experience in a mortgage adviser position

Ideally CAS Status

Able to build and forge strong relationships.

Strong communication skills.

Analytical and able to research.

Provide exceptional client service.

Strong negotiation and influencing.

Organised and effective time management.

Have detailed knowledge of the FCA and the firm’s record-keeping requirements.

Technical product knowledge in the mortgage and protection arena.

Mortgage and Protection Adviser duties:

Effectively work with the estate agency team to promote mortgage and financial services business

Provide the highest level of customer care at all times

Convert booked appointments into business

Contact customers for missed opportunities

Maintain proactive ongoing customer contact

Provide holistic advice on general insurance, mortgage, and personal protection

Adhere to sales structure, advice quality and compliance guidance at all times

Achieve sales targets each month



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