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Mortgage Advisor

Connect Personnel
Posted 7 days ago, valid for 11 days
Location

Portsmouth, Hampshire PO2 8QD, England

Salary

£28,000 - £70,000 per annum

Contract type

Full Time

Life Insurance

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Sonic Summary

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  • The Mortgage Advisor position is located in Portsmouth with a salary of £28,000 per annum, plus a temporary fixed guarantee and a company car or car allowance of £2,500, with an expected OTE of £45,000 to £70,000.
  • Candidates are required to have a minimum of CEMAP1 or CAS certification and a full driving license.
  • The role involves meeting clients to assess their needs, providing financial solutions, selling insurance products, and collaborating with the residential estate agency team.
  • The ideal candidate should be driven, motivated by success, and possess excellent relationship-building skills, along with a strong work ethic and the ability to thrive in a pressured environment.
  • Connect Personnel is representing a leading estate agency in the Southeast of England that values courtesy, honesty, trust, and respect in its operations.

Mortgage Advisor

Location: Portsmouth

Salary: £28 000 PA / temporary fixed guarantee / company car or car allowance £2,500 expected OTE £45 000 - £70 000

Hours of Work: 5 days per week including 2 Saturdays per month

Benefits: Holidays 33 days, Life Insurance, Pension

Essential: Full driving licence AND Minimum CEMAP1 or CAS

Company Overview

Connect Personnel are representing a longstanding client who are the biggest Estate Agency operating in the Southeast of England. They are very passionate about the work they do and provide an exceptional service to all their clients. They are now looking to enhance their team in Portsmouth and are looking for a driven Mortgage Advisor to join them.

Job Role

  • Meeting with clients to assess individual circumstances and needs
  • Seeking out the best financial and mortgage solutions for our customers
  • Selling associated insurance products from Legal & General
  • Meeting and exceeding targets
  • Working closely with the residential estate agency team to ensure all business opportunities are maximised
  • Provide coaching and support to colleagues to maintain a good referral rate
  • Proactively contacting existing client base as a source for new business
  • Liaising with lenders to confirm product conditions are relevant for our customers
  • Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines

The Person

You need to be driven and motivated by success, results and reward. Great at building relationships with customers. A great work ethic and keep up with the challenges you will face and be focused on turning the “ordinary” into the “extraordinary”. Smart, articulate and well presented. Ambitious and self-motivated with the ability to work in a pressurised environment. And yes, you will be the type of person that would love seeing your customers’ eyes light up when you help them secure their perfect property! Our company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust and respect. You too will need a great work ethic and matching values with heaps of positivity and energy.

This is an excellent opportunity to join an innovative and leading firm in its industry. Please contact Connect Personnel for a confidential discussion or apply today!

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