Job Description
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 and 2024, they have also been awarding Most Reputable Mortgage Adviser - North London 2023.
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 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.