Mortgage and Protection Advisor

Mortgage and Protection Advisor

Are you an experienced Mortgage and Protection Advisor seeking a role that offers both prestige and flexibility? This position, based in the stunning grounds of Hagley Hall, offers an exceptional environment to elevate your career. Whether you prefer working from our elegant offices or a hybrid setup, this role is designed to support your professional growth.

Why This Role Stands Out:
- Prestigious Location: Work from our offices set in the picturesque grounds of Hagley Hall, providing an inspiring and tranquil work environment.
- Flexibility: Choose between an employed or self-employed status, with a comprehensive support package tailored to your needs.
- Client Base: Benefit from a robust client bank and pre-qualified leads, ensuring a steady stream of business.
- Competitive Compensation: Enjoy a competitive pay package that includes a basic salary and a monthly bonus structure, rewarding your hard work and dedication.

Key Responsibilities:
- Client Relationships: Maintain and nurture close client relationships, ensuring trust and ethical standards are upheld.
- Problem Solving: Provide tailored solutions for clients, demonstrating a proactive approach rather than simply taking orders.
- Cross-Selling: Effectively cross-sell mortgage protection and general insurance products, enhancing client satisfaction and business growth.
- Organisation: Develop and maintain a review system for ongoing business, ensuring clients receive continuous, high-quality service.
- Flexibility: Adapt to varying working hours and be available to cater to clients at short notice, demonstrating commitment and reliability.

Skills and Experience Required:
- Qualifications: CeMap or an equivalent qualification, with competent advisor status.
- Experience: A minimum of 2 years’ experience in the mortgage advisory field, with a strong understanding of residential, commercial, and buy-to-let mortgage markets.
- Ethical Standards: A trustworthy and conscientious approach to client relationships.
- IT Competence: Proficient IT skills to manage client information and business processes.
- Professional Development: Commitment to maintaining Continuous Professional Development (CPD).

This role is ideal for a self-motivated professional looking to advance their career in a supportive and prestigious setting. If you possess the required skills and experience, this could be the perfect next step in your professional journey.

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