Mortgage and Protection Advisor

My client is a very well established, successful, Directly Authorised, Independent Wealth Management Practice. The company's main aim is to provide the best and most impartial advice available to its clientele.Due to increasing business levels and company growth, the business are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential mortgage cases, BTL mortgage cases and if/when qualified possibly also Equity Release mortgage cases) to join their established team based within Middlesex.

This is a hybrid role, whereby the successful candidate will work both from the Middlesex office and you will also have the opportunity to work from home on a weekly basis. The working hours within this role are Monday to Friday from 8:30am to 5pm (or from 9am to 5:30pm if you would prefer), including a 1 hour lunch break each day.

In addition to the very large existing base of established mortgage clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week that are introduced to the Advisor’s. In addition to this, the company regularly gain additional new clients as a result of their relationships with businesses that are directly associated with the company (including solicitors and IFA firms). The mortgage client leads are often of a HNW nature.

Within this employed position, key role features include;

• You would provide independent mortgage and associated protection advice to clients from the whole of the market.
• Warm client leads will be regularly provided to you, in turn you are not required to have an existing client base of your own for this role.
• You will receive both administration and compliance support from an in-house, experienced support team. Allowing you to spend more time speaking with and meeting with clients. Once your case’s have been submitted by the administration team they will then regularly liaise with the clients, lenders, protection providers, solicitors and yourself, seeing your mortgage and protection cases through to their successful completion.
• You will be provided with all required technology and office provisions. Plus the availability to both board and general meeting rooms, within a modern office to work from.
• You will work within both a professional environment and in a successful, friendly and helpful team.
• The company will support you with further career development opportunities in the future including the possibility of leading the mortgage team at the company and/or of becoming an IFA within the group.

Key candidate attributes:

• Mortgage Advising or Mortgage Administration experience is essential. This experience will have been gained within the independent mortgage market (rather than on behalf of a lender).
• The ideal candidate will hold the full CeMAP qualification (or equivalent).
• Excellent communication skills (both English written and verbal).
• Strong organisation and time management skills.
• My client is keen to hire a candidate who is very client service focused, ambitious to develop a successful long-term career at the company, driven/committed to succeeding, whilst also being a team player.

The successful candidate will receive a competitive starting basic salary of circa £30,000 to £35,000 (with the exact basic salary available being flexible dependent upon your skill-set / level of experience). Plus an uncapped and generous commission structure earnt within the role. Leading to a realistic first year annual OTE of £50,000 to £75,000 and then more year on year thereafter.If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line.

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