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Mortgage and Protection Insurance Advisor

Collins Property Recruitment
Posted 11 hours ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£30,000 - £36,000 per annum

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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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  • Collins Property Recruitment is looking for a Mortgage and Protection Insurance Advisor to provide client-focused advisory services.
  • The role requires delivering personalized advice while adhering to FCA regulations and maintaining the accuracy of recommendations.
  • Candidates should have experience in the field, with a salary of up to £36,000 and an OTE of £70,000.
  • Key responsibilities include client outreach, documentation verification, and achieving revenue targets.
  • The position offers a range of company benefits and emphasizes a commitment to exceptional service and regulatory compliance.

Collins Property Recruitment is seeking a dedicated Mortgage and Protection Insurance Advisor to provide comprehensive, client-focused advisory services. The successful candidate will deliver personalised advice and recommendations, ensuring that clients are at the heart of our business.As this role operates within a Financial Conduct Authority (FCA)-regulated environment, the advisor will be responsible for the accuracy and suitability of their advice and product recommendations.Key Responsibilities of the Mortgage and Protection Insurance Advisor:

  • Proactively reach out to potential clients referred by the mortgage team.
  • Provide clients with all necessary documentation as outlined in the sales process.
  • Gather and verify all required documents to support your advice and recommendations before submitting applications to providers.
  • Ensure all clients are verified and certified before submitting their information to protection providers.
  • Follow all protection policies and procedures from initial contact to policy placement.
  • Meet and exceed the objectives and targets set in your annual business plan, as agreed with your line manager.
  • Attend weekly sales meetings, as well as monthly and quarterly results meetings, to present your performance across all targeted areas.
  • Support additional income streams and contribute to the overall growth of the business.
  • Submit fully completed cases on the CRM system within three working days, including all supporting email correspondence, documents, and a consultant checklist.
  • Ensure all client communication is documented in the CRM system to maintain a complete audit trail.
  • Consistently hit monthly and annual revenue targets to contribute to the company's success.
  • Embrace and effectively promote the company values and brand in all client interactions.

The Mortgage and Protection Insurance Advisor’s Package:

  • Up to £36,000 basic salary, depending on experience.
  • £70,000 OTE.
  • A wide variety of company benefits.

This Mortgage and Protection Insurance Adviser role demands a commitment to delivering exceptional service while adhering to regulatory requirements. If you are passionate about client-centric financial advice and would like more information contact Edward Weisz at Collins Property Recruitment.Should this role not be for you, but you would like to refer a friend or colleague to us, we'll happily give you £300 worth of vouchers if we successfully place them!

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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.