Mortgage & Protection Advisor

Posted 7 January by Tenet Group Limited
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A fantastic opportunity for a self-employed Mortgage and Protection Advisor to join an independent, established brokerage in Bingley, West Yorkshire.

The company pride themselves on being experts in their field, working hard to ensure that their clients get the most suitable mortgage possible with the best customer service along the way.

The company ethos centres on making mortgages easy by guiding clients through the process and offering truly independent, whole of market mortgage advice.

Benefits

You will enjoy a very generous commission split, dependent on the clients, contacts and experience you can bring to the business.

You’ll receive help with research and sourcing for any challenging cases and will receive support with training and CPD as well as the support of Tenet, one of the UK’s largest financial advice support networks.

You will ideally have your own current bank of clients and be willing to help self-generate business. However, some leads can be provided by the practice as well as support and help sourcing and building new business.

You’ll have access to the company’s professional offices in Bingley, West Yorkshire where you will be able to work and hold meetings with your clients.

Key Responsibilities

  • Provide on-going advice to clients through developing your network
  • Identify new opportunities with existing clients
  • Pro-actively maximise the potential of every lead while providing suitable advice for clients
  • Ensure compliance and adherence to relevant legislation at all times

Personal Specification

Advisers must be personable, easy to work with and share the company ethos of treating customers fairly and offering an excellent service at all times.

You must have full CeMAP (or equivalent) and hold current competent adviser status (CAS).

Ideally you’ll have mortgage brokerage experience and be looking for a self-employed role where you are in control of your schedule with support running your own operation.

If this sounds like the opportunity for you please send your CV today and we will be in touch.

Application questions

Do you have full CeMAP?
Do you currently hold Competent Advisor Status (CAS)?

Reference: 36356705

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