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Trainee & Experienced - Mortgage & Protection Advisors

Trainee & Experienced - Mortgage & Protection Advisors

Posted 12 October 2018 by Selective Recruitment Solutions Ltd
Easy Apply Ended
Are you looking for a career within Financial Services? Or do you already have experience and looking to further develop your career? Look no further we have fantastic opportunities for you!

We are currently working with a fast growing organisation who are looking to recruit Trainee & Experienced Mortgage and Protection Advisors on a Full-Time Permanent basis.

Successful applicants must have a full driving licence and car and be prepared to work on a flexible basis as clients will want to conduct appointments in the evenings as well as during the day. The objective of each client meeting is to provide professional advice for the client in respect of mortgages and protection insurance (life, critical illness, income protection and family protection) and also refer any of our other services on to the relevant staff.

Offer package;
Job Role:Trainee & Experienced Mortgage and Protection Advisors
Salary: £18,000 - £24,000 + commission (depending on experience)
Hours: 37.5 hours per week, Monday - Friday with 1 weekend every 4 weeks.
Need to be flexible for evening appointments with clients
Location: Newbury
Benefits:20 days' holiday plus bank holidays
Commission package/structure
Onsite Parking
Pension scheme
Mobile phone

Primary duties:
*To follow up mortgage and protection enquiries received from introducers and other sources, obtain information and commitment and to convert enquiries into sales
*To develop mortgage and protection business with friends, relatives or business associates
To contact existing clients and promote the sales of:
*Building and contents insurance
*Protection insurance - life, critical illness etc
*Will writing service
*Other product areas to be developed

The successful applicant for the experienced Mortgage and Protection Advisors role will be or have:
*Full Cemap qualification
*Competent adviser status
*Ideally operating as a mortgage adviser in an estate agency, broker or bank

The successful applicant for the inexperienced Mortgage and Protection Advisors role will be or have:
*Cemap 1 qualifications are desirable (please see below)
*Previous experience in a consumer sales role with the general public ideally estate agency, retail sales or insurance broker. Previous experience in banking or finance would be helpful

Candidate specification;
*Warm, friendly and happy personality
*Proven sales skills
*Smart appearance
*Hard working, Enthusiastic and energetic
*Highly motivated and Ambitious
*High desire to build a long-term successful career
*A team player
*Committed to provide a high level of service and advice
*Full driving licence and car owner
*Prepared to work evening and weekends to meet with clients

If you are interested and believe you have suitable skills and experience to be considered for the position of Trainee & Experienced Mortgage and Protection Advisors, then please apply.

Please note: Only candidates with the relevant skills and experience will be contacted regarding this position.

If you do not hear back from us within 5 days you have unfortunately been unsuccessful in your application. Please continue to visit our website for other opportunities

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.


Required skills

  • Financial Services
  • Mortgage
  • Mortgage Advisor
  • Protection Advisor

Reference: 36352038

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