Mortgage & Protection Adviser - London

London, South East England
09 Jul 2017
08 Aug 2017
Contract Type
Full Time

We are currently hiring for a Mortgage & Protection Adviser for one of our Clients to be based at London. They are a Financial advisory and brokerage house, advising clients on lending requirements across the residential and commercial sectors.

Job Purpose:

To generate consistently a high level of quality activity from company's leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of the clients.

Area of Responsibility:

  • Delivering the highest standards of professional advice and maximising Mortgage, protection (life, CIC and IP) and ancillary products
  • Meeting with members and customers on a face to face basis to build strong relationships - as well as providing an excellent service
  • Gather sufficient information to identify client needs
  • Follow up on all leads and ensuring prompt responses
  • Actively develop new business
  • Ensure all relevant documents have been completed accurately
  • Realistic OTE of £55k - £60k
  • Generous holiday package
  • Discretionary performance-based bonus

Job Requirements

  • You must be fully CeMAP qualified (or equivalent) with whole of market experience for both mortgages and protection.
  • Exceptional communication skills - delivering presentations and providing excellent face to face advise to members and customers
  • Proven track record in achieving targets - lead generation, development and selling
  • Experience of using trigold sourcing system would be good
  • Excellent time management/planning

Personal Specification

  • Methodical approach to planning and organising; is an excellent time manager.
  • Possesses an eye for detail - is precise, fastidious and thorough.
  • Self-driven and self-reliant - possesses an active dynamic approach to work and getting things done.

Please click 'APPLY' should you feel you meet the above requirements