Mortgage & Protection Adviser

Posted 20 March by THE OPENWORK PARTNERSHIP
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Mortgage & Protection Adviser

Wiltshire (hybrid role)

£30,000 with realistic OTE exceeding £50,000

Are you an experienced Mortgage & Protection Adviser keen to join a thriving business with opportunities for long term development, a flow of quality leads and a genuine opportunity to grow your reach your potential?

This is a role well suited to an experienced and quality-focused Mortgage & Protection Adviser who wants to be part of a modern and evolving, holistic Financial Services Business with a bright future and really positive work culture. To be successful in this role you will be passionate about exceeding expectations and consistently delivering great customer outcomes.

Core day to day duties will include:

  • Responsibility for managing client enquiries and following up on leads promptly
  • Managing the advice process end to end
  • Responsibility for conducting a thorough fact find, carrying out required product research and providing a suitable recommendation
  • Working with customers to explore their longer term protection needs and preferences; guiding them through a full suite of products and services
  • Building outstanding client rapport to achieve high levels of protection conversion and generating positive reviews and securing future business
  • You will be building and nourishing relationships with clients who really value quality service
  • You will be provided with leads from varied sources but will also be obtaining referrals and maximising new business opportunities
  • You will have access to whole of market mortgage advice and will be responsible for cases from start to finish with the support of an administration team
  • You will benefit from varied and flexible working options but ideally will spend at least one day per week in the office

If you are a talented and passionate Mortgage & Protection Adviser who comes from a whole of market, or brokerage background, and who genuinely puts the clients’ needs at the heart of everything you, then this may be the role you have been looking for!

This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently.

We can consider experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission as well as additional benefits and will benefit from the support of a great team of administrators, as well as an award-winning network.

If you are an experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss further. We would love to hear from you.

Reference: 52093931

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