Mortgage & Protection Advisor

This employed, home based Mortgage & Protection Advisor job is within a national financial planning firm that is growing at a healthy pace.

As a Mortgage & Protection Advisor within this national IFA firm, you will benefit from a regular flow of mortgage leads for you to service, often with affluent clients. Our client is passionate about ensuring their mortgage clients receive advice on protection products to provide a holistic service to clients.

In addition to the leads provided, it is important for you to be proactive in identifying additional business opportunities to help the business and boost your output. The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.

This is a home based Mortgage Advisor role with the majority of advice provided via video or telephone, with some face-to-face client meetings where requested or most appropriate. You will also be supported by their Mortgage Administrators.

Mortgage Advisor Requirements

1. You should be a current Mortgage Advisor with experience of delivering quality client service.
2. You should ideally have 3+ years' mortgage advice experience, preferably in whole of market / multi-tied environment.
3. It is important you also have 3+ years protection advice experience.
4. You must be fully CeMAP qualified or equivalent; individuals working towards advanced CeMAP and Lifetime Mortgage qualification would be desirable.
5. You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues.

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Mortgage Advisor Benefits

1. Salary of up to £40,000 plus bonuses.
2. Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges.
3. Excellent ongoing employee well being programmes.
4. Home based working with need to visit their office in Newcastle (level of office attendance to be discussed at interview).

Locations

Newcastle