Mortgage and Protection Adviser

Due to continued expansion, our client is actively seeking an experienced and self-motivated Mortgage and Protection Adviser to join their team on a permanent basis. Based at their Fylde Coast branch, the successful candidate will play a crucial role in the following key responsibilities:

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  Mortgage Consultation:�Conduct comprehensive consultations with clients to understand their financial goals, assess their mortgage needs, and deliver tailored advice.

  
  


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  Market Research:�Stay abreast of the latest mortgage products, interest rates, and market trends to offer clients optimal solutions.

  
  


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  Protection Planning:�Provide guidance to clients on appropriate protection products, including life insurance, income protection, and critical illness cover, ensuring holistic financial security.

  
  


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  Client Relationship Management:�Build and sustain strong relationships with clients, offering continuous support and guidance throughout the mortgage and protection processes.

  
  


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  Compliance:�Ensure all advice aligns with industry regulations and company policies.

  
  


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  Networking:�Proactively establish a network of industry contacts to generate leads and referrals.

  
  

The ideal candidate will hold a CeMAP Qualification, demonstrating a solid understanding of mortgage and protection products. They should possess excellent communication skills, be customer-focused, and demonstrate a results-driven approach with a proven ability to meet and exceed targets.

In return, our client offers a competitive salary of �28,000 per annum, complemented by a performance-based bonus structure. You will have the opportunity to work in a collaborative team environment within a growing organisation.