Mortgage and Protection Advisor

Company:  CV-Library
Location: Sutton Coldfield
Closing Date: 07/11/2024
Salary: £30,000 - £70,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
We are an extremely busy Mortgage and Protection provider based within a highly reputable, local estate agents with numerous local offices. We currently have an exciting opportunity for a talented CEMAP qualified Mortgage Adviser, to join our team located in and around the North Birmingham area. Our partner estate agents boasts a professional team who are extremely efficient in referring buyers and vendors for mortgage appointments. The successful candidate will benefit from this abundant lead stream. Daily duties of the role will include: * Meeting with your clients in person, or over the phone * Fact-finding effectively to establish the client’s current finances and future aspirations * Giving advice across the whole of market, in line with customer's needs, and the company's policies. * Explaining about repayments and mortgage protection * Advising on and selling related financial products, such as buildings and life insurance * Communicating with the sales negotiators to generate leads for mortgage services. * Generating personal leads through effective client management. * Understanding the Financial Conduct Authority (FCA) regulatory requirements and ensuring compliance. Requirements: * Full CeMAP qualification, * Able to work to deadlines. Experience as a mortgage advisor is preferable but not essential as full training will be provided. Flexible/ part time workers will also be considered
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