Mortgage and Protection Adviser – Preston
Salary: Competitive Basic + Uncapped Commission
Location: Preston, Lancashire
Working Hours: Full-Time, 40 Hours per Week
Work Remotely: No
About the Role:
We are looking for an experienced Mortgage and Protection Adviser to join our team in Preston. You will be responsible for providing expert advice and making tailored recommendations on a range of mortgage and protection products. We believe that delivering exceptional advice and service leads to long-term relationships with clients, resulting in repeat business and referrals from family, friends, and colleagues.
This is an office-based role where you will be working towards agreed targets and adhering to all regulatory guidelines.
Key Responsibilities:
* Conducting initial consultations with clients who have enquired about mortgages.
* Gathering information through fact-finding sessions with clients.
* Performing research and due diligence to offer sound advice and recommendations.
* Submitting agreements in principle and formal mortgage applications (admin support provided).
* Managing and maintaining the company’s CRM system.
* Communicating with mortgage lenders and staying up to date with market conditions.
* Promoting and up-selling protection and general insurance products.
Experience and Qualifications:
* Proven experience and a strong track record in the financial services industry.
* The following qualifications to provide advice:
* For mortgages: CeMAP 1, 2 & 3 or CF1 & CF6.
* For insurance: CF3, RO5, CeFA3, or CeMAP 1.
* Excellent communication skills with a professional telephone manner.
What We Offer:
* Uncapped earnings potential.
* Flexible working hours.
* Ongoing personal development with regular training provided.
* Full admin support to assist with application processes.
* Career progression opportunities within the company.
* Free weekends to enjoy your personal time.
* Regular quarterly social events with the team.
Join Us:
If you are an ambitious and driven mortgage adviser looking for a new opportunity where progression and personal development are at the heart of the company culture, we want to hear from you!
Apply today to become part of a dynamic team that values long-term client relationships and exceptional service.
For any further information or questions, feel free to contact us at 01772 733444.
Job Types: Full-time, Permanent
Pay: From £30,000.00 per year
Additional pay:
* Commission pay
Benefits:
* Company events
* Company pension
* Free parking
Schedule:
* Monday to Friday
Experience:
* Mortgage Industry: 2 years (preferred)
Work Location: In person
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