Green & Green are an award-winning independent mortgage and protection firm based in Hessle. We are looking for an experienced adviser to provide exceptional, holistic customer service to our existing and growing client bank. Green & Green are looking for a driven, motivated, and caring team player to expand on the already top-level service we provide in the residential, buy to let, and personal insurance industry. The ideal candidate must have at least 3 years of experience advising in the independent mortgage sector and be competent advising on both personal protection and buy to let mortgages.
The ideal candidate will be able to demonstrate a high level of organisation, the drive to provide elite customer service, and slot into our established advising and administrative team. Green & Green are looking for a highly motivated, team-first adviser who can drive customer service and the ability to help grow the business.
Duties include:
* Calling prospective clients to answer their questions
* Booking in prospective clients
* Diary management
* Client appointments
* Advising clients on their mortgage and protection needs
* Mortgage and protection research
* Make client recommendations
* Following up clients
* Effectively handing cases over to the admin team
* Liaising with the admin team working towards case completion
* Providing exceptional service to clients
* Attending networking events
Requirements:
* Full CeMAP qualification
* 3 years minimum advising experience in the independent sector
* Experience selling protection
* Be competent with BTL both personal and LTD company
* Be a team player who can work closely with our admin team
* A high work ethic to holistically advise each client and find new clients
* Highly self-motivated
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Finance and Sales
If this is you, please send over your CV to james@greenandgreen.net
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