Mortgage and Protection Advisor

Description, duties, responsibilities

Job Description

Mortgage and Protection Advisor

Our client requires a Mortgage and Protection Adviser to be responsible for helping clients and advising them on the most suitable mortgage and insurance products that meet the regulatory requirements and the needs of the customer. The environment is within a thriving Estate Agency business in Reading with strong leads and excellent growth prospects. You will work within the sales policy and performance management structure and will have a strong desire to succeed in a sales environment.
This role is on an Employed basis.

Key Responsibilities of the Mortgage and Protection Adviser:
·Meeting performance targets.
·Drive referrals from branch network
·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 to the client.
·Explain required insurance products so that clients can make informed choices. Help the client through the home buying process.
·Communicate effectively with estate agents, mortgage lenders, solicitors and insurance providers.
·Ensure all regulatory documentation completed within the required timescale and meeting the quality standards set.
·Support additional income streams such as referrals for wills, conveyancing etc Follow any training and development plan agreed to improve performance.
·Adhere to all company policies and procedures as set by Company.
·Embrace company values and promote them effectively.
·Embrace company ethos in treating customers fairly.
·Maintain knowledge of the financial services industry and knowledge that is deemed necessary
·Keeping up to date with monthly CPD in line with the FCA requirements

Other benefits

In return, you can expect to receive:
·Full time employed position.
·Uncapped commission earnings
·Dedicated administration support.
·On target earnings £80,000+
·Full & ongoing sales and protection training
This is an outstanding opportunity to join a thriving business with strong leads and opportunity to grow with the firm. Please get in touch for further details.
Rayner Financial is acting as an employment business with regards to this position.

Personality requirements and skills

Key Skills required:
·Established experience within Mortgage advice, ideally within Estate Agency but open to all backgrounds.
·Good communication and listening skills.
·Organised and target driven.
·The ability to explain complex information clearly and simply. Excellent customer service skills.
·Honest and trustworthy attitude.
·Respect for confidential information.
·CEMAP, FPC or CERT CII or equivalent.