One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis.
The company recognise the importance of flexible working providing their staff the option to work from home.
The company takes great pride in their honest and professional approach to services they provide to customers and have been awarded VouchedFor Top Rated Advice Firm 2022 & 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023 and North London’s Mortgage & Protection Advisory Firm of the Year 2024.
Skills:
* CeMAP or relevant Mortgage Qualification
* A positive attitude and excellent team communication
* Client-orientated with high customer service skills and communication
* The ability to explain complex information clearly and simply
* Minimum 2-3 years experience of delivering Mortgage & Protection advice
* Most of our advisers deliver advice remotely throughout the UK
* The ability to work from home/own office
* Exceptional organisation skills
Benefits:
Uncapped income potential, with expected income £50,000+ pa. dependent on performance
* Working with a well-established, professional, forward-looking company
* 100% Flexible Working – work from home/own office
* Ongoing business development support and training
* Some leads supplied – Client bank required
* Competitive revenue share
Your duties will usually include:
* Meeting performance targets
* Ability to prospect and organise meetings
* Fact-find effectively to establish the client’s current finances and future aspirations.
* Provide high quality professional mortgage advice and explain different types of mortgages available
* Explain required insurance and protection products so that clients can make informed choices.
* Communicate effectively at all levels
* Ensure all regulatory documentation completed within the required timescale
* Keep up to date with new mortgage and protection products and changes in mortgage regulation
* Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
* Embrace company values and promote them effectively alongside the brand.
Key Words:
Interpersonal Skills, Mortgage Planning, Protection, Client Orientation, Financial Goals & Opportunities, Business, Helping Clients, Customer Relations, Ambitious, Friendly, CeMap