Mortgage & Protection Advisor

This employed, home based Mortgage & Protection Advisor
job is within a national financial planning firm that is growing at a healthy
pace

As a Mortgage & Protection Advisor within this national
IFA firm, you will benefit from a regular flow of mortgage leads for you to
service, often with affluent clients.

Our client is passionate about ensuring their mortgage
clients receive advice on protection products to provide the holistic service
to clients.

In addition to the leads provided, it is important for you
to be proactive in identifying additional business opportunities to help the
business and boost your output.

The business is focused on achieving a high retention of
clients and team members, therefore has an inclusive team culture.

This is a home based Mortgage Advisor role with majority of
advice provided via video or telephone, with some face-to-face client meetings
where requested or most appropriate. You will also be supported by their
Mortgage Administrators.

Mortgage Advisor Requirements

• You
  should be a current Mortgage Advisor with experience of delivering quality
  client service
• You
  should ideally have 3+ years’ mortgage advice experience, preferably in
  whole of market / multi-tied environment
• It is
  important you also have 3+ years protection advice experience
• You
  must be fully CeMAP qualified or equivalent, individuals working towards
  advanced CeMAP and Lifetime Mortgage qualification would be desirable
• You
  must be enthusiastic for your profession; be forward thinking; do the
  right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names
within the financial services industry, focused on creating an inclusive
culture with goal based financial planning for clients. The business is keen to
build a great place to work, with a friendly team that is passionate about
treating everyone fairly and an ethos of promoting wellbeing, whilst also
rewarding generously.  

Mortgage Advisor Benefits

• Salary
  of up to £40,000 plus bonuses
• Plus
  company benefits including pension, life assurance, group income
  protection, health cash plans and salary exchanges
• Excellent
  ongoing employee well being programmes
• Home
  based working with need to visit their office in Newcastle (level of
  office attendance to be discussed at interview)

Locations

Newcastle

Call us now on 0208 0044 154 or click Apply

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