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Mortgage Adviser

Honeypot People Ltd
Posted 3 days ago, valid for 2 days
Location

Bath, Somerset BA2 2QH, England

Salary

拢32,500 - 拢35,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for a fully remote Mortgage Adviser responsible for servicing leads from various sources, including web-generated and existing clients.
  • Candidates can expect a basic salary of up to 拢35,000, with an on-target earnings (OTE) potential of 拢65,000, and will receive 60-80 leads per month.
  • Applicants should have a proven performance record with written and banked figures, although the specific years of experience required are not mentioned.
  • The job requires strong stakeholder relationship management and adherence to compliance guidelines, along with delivering against key performance indicators.
  • Additional benefits include a bonus scheme, commission pay, and the flexibility of working from home.

FULLY REMOTE ROLE WITH ALL LEADS PROVIDED!

ROLE PROFILE: Mortgage Adviser for remote accounts, client servicing and web leads

Up to 拢35k basic, OTE 拢65K, 60-80 leads provided per month.

We are looking for several Mortgage Advisers to service introduced leads from a mixture of the following:

Web-generated leads, client servicing from an existing back-book of introduced clients, and remote accounts from serviced Estate Agent accounts.

Accountabilities:

Accountable for servicing leads from the above sources, in the timeframe set for each type, and to follow up until contact made at the specified intervals.

Accountable for delivering the agreed minimum performance requirements and standards including overall written performance, conversion, protection penetration, average case size, peripheral sales.

Accountable for building strong and effective stakeholder relationships with the accounts designated to them.

Accountable for own adherence to processes, and for adhering to compliance guidelines.

General responsibilities

路 Respond to leads swiftly and within the set timeframe for each lead type and follow up until contact has been made within set intervals.

路 Work and communicate with other members of the team to ensure that the accounts are covered, especially around holidays/time off.

路 Nurture clients and keep in regular contact until they are able to proceed.

路 Add all leads to the system, and ensure the lead tracker is regularly updated.

路 Attend weekly team meetings for the accounts.

路 Deliver against minimum business expectations across multiple KPI/metrics.

路 Attend weekly team meetings with administrators and support them to get cases through to offer/exchange/completion.

路 Adherence to processes.

路 Ensure that all clients are encouraged to have a protection review and adhere to the protection process.

路 Work together with Protection Adviser, including fortnightly meeting, to ensure all clients have adequate protection, or at least have been advised of their shortfalls

You will need to be able to demonstrate an excellent performance record, with proven written and banked figures. In return you will be offered a great basic up to 35k with an OTE of 65k.

Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector.

Job Type: Full-time

Pay: 拢32,500.00-拢35,000.00 per year

Additional pay:

  • Bonus scheme
  • Commission pay

Benefits:

  • Work from home

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.