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Mortgage and Protection Advisor

GCB Recruitment
Posted a day ago, valid for 25 days
Location

Dartford, Kent DA4 9EA

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’s services as part of the process. By submitting this application, you agree to Reed’s 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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  • Our client is a well-established Mortgage and Protection brokerage located in Dartford, seeking an additional Mortgage and Protection Advisor due to business expansion.
  • The role offers a basic salary ranging from £25,000 to £29,000, with an OTE of £65,000 to £80,000 and a commission structure of 15%-30%.
  • Candidates must possess a CeMap or other industry-recognized qualification, along with experience as a Mortgage and Protection Adviser.
  • The advisor will be responsible for identifying clients' financial needs, advising on suitable products, and ensuring a high level of customer service.
  • Excellent communication skills and a full driving license are also required, alongside a willingness to learn and adapt in a dynamic environment.

Our client is a well-established Mortgage and Protection brokerage, providing exceptional service to clients across the Southeast. They are part of one of the UK’s biggest and most successful networks.

Due to their expanding business, and increased number of lead sources they require an additional Mortgage and Protection Advisor in Dartford to maintain their high levels of service to both clients and the professionals they work with my clients are open to both employed and self-employed advisers.

Salary/Package for this Mortgage and Protection Advisor:

  • Basic £25,000 - £29,000 
  • OTE £65,000 - £80,000 
  • 15% -30% Commission
  • Self-employed option available

Duties included in the role of a Mortgage and Protection Advisor:

  • Identify customers’ financial needs and advise them on the products that would best suit their requirements.
  • Ensure clients understand the products and services offered and the process.
  • Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
  • Look for opportunities to attract new customers and professionals.
  • Prepare for future appointments, gathering appropriate information from colleagues to generate referrals.
  • Deliver a professional and credible service and ensure your knowledge is up to date at all times.
  • Working towards sales targets and always knowing how you are performing against these.

Requirements for the role of a Mortgage and Protection Advisor:

  • CeMap or other industry-recognised qualification
  • Experience as a Mortgage and Protection Adviser
  • CAS
  • Willingness to learn new skills.
  • Excellent communication skills
  • Ability to demonstrate excellence in your field.
  • Outstanding levels of customer service
  • Full driving licence

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’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.