Job Overview
£35,000pa salary (£60,000 OTE)
Uncapped bonus structure
Flexible working
Company phone and laptop provided
All leads provided
All admin support provided
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. The ideal candidate must have at least 3 years 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.
Duties
* 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 admin team working towards case completion
* Providing exceptional service to clients
* Attending networking events
Requirements
* Proven experience in financial services or a related field is desirable.
* Strong basic maths skills to accurately assess financial data.
* Excellent communication skills, both verbal and written, to effectively convey information to clients.
* Ability to build rapport with clients and understand their individual needs.
* Strong organisational skills with attention to detail for managing multiple cases simultaneously.
* A proactive approach to problem-solving and decision-making.
* Relevant qualifications or certifications in mortgage advising or finance are an advantage.
* Full CeMAP qualification
* 3 years minimum advising experience in 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
* Disciplined
* Highly self-motivated
Join our team as a Mortgage Advisor and contribute to helping individuals achieve their homeownership dreams through expert guidance and support.
Job Types: Full-time, Permanent
Pay: From £35,000.00 per year
Additional pay:
* Bonus scheme
* Performance bonus
Benefits:
* Canteen
* Company events
* Company pension
* Free parking
* On-site parking
* Work from home
Schedule:
* Monday to Friday
* No weekends
Experience:
* Independent mortgage: 3 years (preferred)
Work Location: In person
Application deadline: 31/01/2025
Expected start date: 01/03/2025
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