Are you ambitious and driven?
Are you looking for a firm that will support you and give you the freedom to flourish?
We are recruiting a mortgage and protection adviser to join a well-established and successful brokerage in the Luton area.
The firm puts its clients at its heart, ensuring top quality advice and the best customer outcomes. They also support their brokers to give you the ability to offer outstanding service, as every adviser is offered full admin support.
Leads are supplied, as the firm works in conjunction with an Estate Agents. As this is an Estate Agency based role, you will be expected to work from the office and build strong relationships with the EA team.
Basic salary of £25,000 to £35,000 with a commission structure in place.
Responsibilities:
Mortgage Advice:
- Utilize leads provided to establish contact with assigned clients and conduct thorough assessments of their financial situations, goals, and mortgage needs.
- Research and analyse various mortgage products and options available in the market to tailor recommendations based on clients' requirements.
- Provide expert advice on mortgage options, interest rates, terms, and repayment plans, ensuring clients have a clear understanding of each option.
- Present mortgage offers to clients, explaining the benefits, risks, and suitability of each option.
- Stay updated with industry regulations and mortgage market trends to provide clients with relevant and up-to-date advice.
Protection Advice:
- Assess clients' protection needs by understanding their financial obligations, family circumstances, and future goals.
- Recommend appropriate protection products such as life insurance, critical illness cover, income protection, and buildings and contents insurance.
- Clearly explain the features, benefits, and exclusions of protection products to clients, ensuring they have a comprehensive understanding of the coverage provided.
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