Mortgage and Protection Advisor

Get Recruited Ltd
08 Feb 2019
24 Feb 2019
Contract Type
Full Time



I am currently recruiting for my client who are the UK’s leading new homes specialist. Due to growth of the business they are looking for a Mortgage and Protection Adviser to join their Peterborough office on a Full Time, Permanent basis.

As a Mortgage and Protection advisor you will be contacting customers, securing appointments and the progressing of the mortgage applications. We create the opportunity for you to perform at your very best.

The role represents a fantastic opportunity for the right candidate, and with our continued growth this is an unprecedented career path for those capable of delivering the results we expect.

This is a telephone-based role so you will be articulate and engaging. You will be writing in excess of 20 mortgages per month so you will also be highly motivated and organised. You will also have a strong track record in mortgage and protection sales. Full CeMAP or equivalent is of course essential.


* No Cold Calling required, you will be provided with appointments scheduled throughout your working week.

* Arrange mortgage and mortgage related products on behalf of The New Homes Group customers.

* Ensure all leads are followed up and managed in a timely manner.

* Undertaking telephone fact-finding and mortgage & protection related advice.

* Diligent and focused on providing the highest level of mortgage advice to customers

* Following our purpose built mortgage sales process, ensuring full compliance at all times.

* To meet and maintain all compliance standards with in our competency guidelines.

* Focused on agreed sales targets and key performance indicators.

* Ensure that requirements of the Training & Competency Scheme are met.

* Keep up to date with products changes and regulatory requirements.

* Ensure that all current regulation guidelines are met, including GDPR, and anti-money laundering.

* Ad hoc duties as and when required by the Directors and Management Team.

* Smart and well presented at all times, portraying a professional image.

* Outgoing, Ambitious and self-motivated.

* The ability to thrive in a pressurised environment.


* Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.

* Minimum of 2 years demonstrable mortgage and protection sales experience.

* Full CeMAP mortgage qualification or equivalent.

* Experience of Financial Services sales and an understanding of compliance regulations.

* Highly competent Microsoft Office user, including Excel, Word and Outlook.


* Permanent Full Time Role.

* Quarterly Bonus achievable, against a range of performance based KPI’S.

* Outstanding Commission Earnings. (Our Top performers earn in excess of £70K PA.)

* Extensive Induction coupled with an ongoing training, support and development program.

* Outstanding career progression opportunities.

* 33 Days Paid Holiday, (25 Days Holiday plus 8 Bank Holidays.)

* A flexible approach to working hours.

* Up-to 12 Month Earnings guarantee available for the right candidates.

* Unrivalled opportunities for progression, promotion and personal development in an expanding business.

* Perkbox Group discounts and employee benefits Scheme.

* Contributory workplace pension.

* Generous Staff referral bonus scheme.

* Death in service, life Insurance cover.


To please send your CV for immediate consideration.

Good Luck!

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