Mortgage and Protection Adviser

1 week ago

Crewe, United Kingdom Franklyn Financial Management Full time

We are looking for an experienced Mortgage and Protection Adviser to join our dynamic and fast-paced team within our mortgage division. The approach of our Mortgage Advisers here at Franklyn is a more holistic view to help make sure our client’s mortgage fits perfectly with their financial position and long-term ambitions.

**Key Duties**:

- Effective leads management from a number of various sources.
- Complete a fact find, ask effective questions to ascertain financial position and expenditure.
- Assess mortgage market and make recommendations to our clients, providing advice and support with their decision making.
- Follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice.
- Understand and provide advice on insurance-based products.
- Work effectively and efficiently with our Mortgage Support Team and other advisers.
- Closely work and build relationships with a prominent estate agency and their team.
- Review and respond in a timely manner to client requests.
- You must be flexible and charismatic when meeting clients.
- Build and maintain relationships with other professionals/key stakeholders.
- Undertake continuous professional development to meet regulatory requirements and personal development needs.

**Skills, Experience & Attributes**:

- Fully CeMAP qualified.
- Possess at least 2 years’ experience working within a Mortgage & Protection Adviser role.
- Understand the Financial Conduct Authority (FCA) regulatory requirements and ensure you meet these.
- Superb time management with the ability to multi-task and prioritise workloads.
- Outstanding organisational skills.
- Excellent communication techniques.
- Exceptional attention to detail.
- Ability to capture and document information and data accurately.
- Hardworking and self-motivated with good work ethics.
- Strong inter-personal skills both face to face and on the telephone.
- Ability to demonstrate a passionate and caring nature for clients, colleagues, and the company.
- Ability to act with total discretion and respect client confidentiality.

**Key Requirements**:

- Proven track record in a previous advisory role.
- Fully office based.

**Location**:

- Cheshire.

**Salary**:

- DOE

**What's in it for you?**

Life at Franklyn comes with the following benefits:

- Uncapped bonus
- Leads provided by the business
- Contributory pension scheme (after 3 months continuous service)
- Death in service (after 6 months continuous service)
- Critical illness cover and income protection (after 2 years continuous service)
- Private medical insurance (after 5 years continuous service)
- 29 days holiday inclusive of any bank holidays
- Health and Wellbeing fitness session every week
- Quarterly team events
- Support with professional development if desired, such as further qualifications
- Access to your own Financial Adviser

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Company pension
- Life insurance
- Private medical insurance
- Referral programme
- Wellness programme

Ability to commute/relocate:

- Crewe: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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