Mortgage and Protection Adviser

7 days ago


Oldham, United Kingdom Home Finance Heroes Ltd Full time

Home Finance Heroes are a growing Mortgage & protection brokerage based in Chadderton, Oldham, our aim is to provide exceptional service to clients across the country. We are situated in the newly converted Station Business Centre, a thriving Financial Services Hub. Station Business Centre houses an accountancy firm, a conveyancing solicitor, an IVA company, an Insolvency Practitioner, a Pensions Complaints Specialist, a Life Insurance business, and more to come. We are conveniently located to the motorway network and close to the Metrolink system. Free parking is available on site.

Duties included in the role of a Mortgage and Protection Adviser:

- Identify customers’ financial needs and advise them on the best products that suit their requirements.
- Ensure clients understand the products and services offered and the process.
- Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
- Look for opportunities to attract new customers and professionals. Deliver a professional and credible service and ensure your knowledge is up to date at all times.
- Working towards sales targets and always knowing how you are performing against these.

Requirements for the role of a Mortgage and Protection Adviser:

- CeMAP or other industry-recognised qualification
- Experience as a First Charge Mortgage and Protection Adviser
- Full Competent Advisor Status
- Willingness to learn new skills.
- This role will be office based, we work 10 until 7 Monday to Thursday and 10-3 on a Friday.
- Excellent written and verbal communication skills
- Outstanding levels of customer service
- Experience of 360 Lifecycle and Twenty7Tec a bonus but full training will be provided

Salary/Package for this Mortgage and Protection Adviser:
Basic £26,000-£30,000 DOE plus Commission package

**Salary**: £26,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Free parking
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Oldham, OL9 0HH: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have full CeMAP qualification and full Competent Adviser Status?

**Experience**:

- Mortgage: 1 year (required)

Work Location: In person



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