Mortgage and Protection Adviser
3 days ago
We are looking for a personable and adaptable individual join our team as a Mortgage and Protection Adviser across our Oxford branch network.
In this role you would be responsible for maximising all new business opportunities generated for potential applicants, landlords, buyers and sellers. You'll start to build a long-term relationship using effective people and communication skills while maintaining the highest standards of customer service. You'll be part of one team, working together, and sharing knowledge and information, to ensure our customers get advice that helps them to make sound financial decisions and enjoy their home.
About Us:
Andrews Property Group is a unique estate/letting agent in the UK owned by Andrews Charitable Trust. We've found millions their dream home whilst together raising over £10m to support over 180 charities. We take pride in creating an exceptional business that makes a positive impact. We believe in doing things differently by combining business excellence with a commitment to social responsibility.
Key Responsibilities of the role:
- To report to the Andrews Mortgage Services Operations Manager.
- To identify business prospects i.e. applicants, vendors, viewers and clients who may also buy with another agent. Match them with appropriate Mortgage, Protection and General Insurance products.
- To be effective in following up all new and existing business leads generated from the above including those from our existing client portfolio.
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- To fully utilise and comply with systems and procedures which are in place.
- To maximise business efficiency through effective diary and system management, ensuring we make the best use of our time, and work to suit the needs of our customers.
- To assist in the training and motivation of the branch staff to encourage appropriate lead generation to Andrews Mortgage Services, and to self-generate leads from missed opportunities to meet targets.
- Ensure you understand your branch and personal KPIs, to lead to achieving and exceeding the figures required to satisfy the branch/department performance.
- To continually update yourself with the Protection and Mortgage market place through training, product literature, and technology, and Protection & General Insurance Advice Standards.
The Successful Candidate will have:
- Proven experience working in a mortgage role.
- A CeMAP or equivalent qualifications.
- Good understanding of market demand and customer behaviour.
- Outstanding customer service and communication skills.
- A self-motivated and positive attitude.
- Excellent organisational skills, and an eye for detail.
- Familiarity with the use of IT systems.
- Their own transport and full UK driving licence.
What is Offered to you:
In exchange for your commitment and flexibility, you will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with an attractive package that really does add up.
Our benefits package includes:
- Inspirational training and exciting career opportunities with strong internal progression rates
- Apprenticeship and Industry Qualification opportunities
- Career pathways programme to support development
- Employee Assistance Support Platform
- Employee Referral Programme
- Additional Birthday Day Off on top of annual leave allowance
- Pension and Death in Service Benefit
- Cycle to Work Scheme
- Optional Health Care Plan
- Opportunity to volunteer & fundraise for Andrews Charitable Trust
- Commission and Bonus Schemes
- A 5-day working week
*Please note, salary advertised is basic salary with OTE included*
Andrews is an equal opportunities employer, committed to creating a diverse and inclusive workplace. We value all our employees, encourage everyone to fulfil their full potential, and ensure a supportive and welcoming environment.
Our Values:
- We treat every customer as our only customer - At Andrews, we believe in building successful long-term relationships with our customers. We do that by putting in the time and effort to understand all their needs and motivations.
- We value all our people - As one united team, we treat everyone with respect, prioritizing great two-way communication in every department. We honour our commitments and ensure we're always looking out for each other.
- We believe in giving back - As an estate agent owned by a charitable trust, we do all we can to support charities and social enterprises close to home and abroad. We take pride in our contributions to society and celebrate them alongside our business successes.
This is a fantastic opportunity to join a company that believes in doing business differently. If you are a motivated and results-driven professional with a passion for property and relationship-building, we want to hear from you.
Don't delay — apply today and start making a difference with Andrews Property Group
Job Types: Full-time, Permanent
Pay: £25,000.00-£45,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Referral programme
- Sabbatical
Licence/Certification:
- Drivers License and Own Transport (required)
- CeMap or Equivalent (required)
Work Location: In person
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