Mortgage and Protection Advisor

2 months ago

Heswall UK, Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

Job Title: Mortgage and Protection Advisor

Location: Heswall

Opportunity Type: Full Time, Permanent

Salary: £42,000 OTE Year one

Advert Start Date: 17/09/2024

Advert End Date: 30/09/2024


ALL ABOUT US

At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions.


The key to our continued success is our people – working together to earn the respect and trust of our customers and provide them with the personalised advice and support that allows them to achieve their home ownership and financial protection goals.


ALL ABOUT THE OPPORTUNITY

As a Mortgage and Protection Advisor you will work with our clients to assess their financial situations, their goals and risk tolerance allowing you to recommend bespoke mortgage products. This will allow you to provide expert advice on mortgage options, interest rates and repayment terms in a clear and concise way and subsequently assist with mortgage applications and the collection of documentation. Your role will involve collaboration with lenders, solicitors and other professionals to ensure a smooth process for our clients.


You will also be responsible for the evaluation of insurance needs, recommending appropriate life, critical illness and income protection policies whilst at all times maintaining accurate records.


We have a direct introducer agreement with the most successful estate agent on the Wirral with a high volume of referrals available.


You will be joining an established and supportive team within Head Office with uncapped commission and regular professional development available with a clear career path. We have a staff bar in head office and regular fully funded team social events throughout the year for you to enjoy time with your colleagues across the business.


ALL ABOUT YOU

  • CeMap qualified or equivalent
  • Experience in a similar ole
  • Personable and professional
  • Excellent communication skills
  • Able to multi-task in a fast paced environment
  • Ability to build and maintain relationships
  • High level of organisation and eye for detail
  • Data Driven

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