Employed or Self-Employed Mortgage Advisor role available in Swadlincote!
A Mortgage brokerage based in Swadlincote with an exceptional industry reputation, offering over the phone, virtual and face to face mortgage advice to clients locally and across the UK.
Over the past 20 years the brokerage and the team of experienced Advisors and Administrators have established themselves as a reliable and trustworthy source of financial advice.
Due to the increase in clients seeking advice, the team are now looking for an experienced self-employed Mortgage and Protection advisor to join the team.
The Mortgage and Protection Advisor role
As a Mortgage and Protection Advisor for the brokerage, you'll be generating new business and growing your client book with the support of the brokerage, the brokerage will also provide leads and prebooked face to face appointments to supplement your self-generated business.
It will be your responsibility to guide clients throughout the mortgage & protection process, helping them secure suitable mortgage & protection products that are tailored to their needs and financial circumstances.
Mortgage and Protection Advisor key responsibilities
- Provide expert Mortgage and Protection advice and guidance to clients
- Helping clients secure the most suitable mortgage and protection products
- Tailored Mortgage and Protection products to match financial circumstances.
- Assess clients' financial information, creditworthiness, and eligibility
- Analyse and compare mortgage & protection products from various lenders & providers
- Keep up to date with new mortgage products and changes in mortgage regulation
- Follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice
- Maintain clear communication with clients and other departments within the brokerage
The Mortgage and Protection Advisor Package
- Commission incentive for referrals
- Leads provided to supplement your own client book
- Administrative support
- Leads generation support
Employed
- £30k + Commission
- Remote / Hybrid or Office based
OR
Self-Employed
- 50% Commission - Leads provided
- 60% Commission - Leads self-generated
- Retainer available
Mortgage and Protection Advisor desired skills and experience
- Experienced and Qualified Mortgage & Protection Advisor
- Commutable distance to Swadlincote
- Able to build rapport quickly and create lasting relationships
- Ability to generate new business
- Existing client book (desirable)
- Provide outstanding customer service
- Self-motivated and proactive
Think that this role is right for you?
Contact us to arrange a call, we'd love to find out more about you.