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Mortgage and Protection Adviser, Birmingham (TB-1547)

£27000 - £30000 + Bonus and Benefits

Role: Mortgage and Protection Adviser

Location: Birmingham

Package: Up to £30,000 Basic Salary + Bonus + Benefits

Our client, a long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice, are seeking a mortgage and protection adviser to join their team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives; As a result, the firm are eager to develop their client offering within the mortgage sector. As part of the role, you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required.

Key Responsibilities

  • Work to the professional development scheme requirements and regulatory standards as issued by the company.  
  • Complete the company’s mortgage and protection adviser proficiency training course.
  • Liaise with new and existing clients about their mortgage and protection requirements.
  • Present recommendations that meet the client’s needs in line with company processes.
  • Obtain satisfactory supporting documents to support a mortgage or protection application.
  • Uphold the business expectation of providing an exceptional service to clients throughout the mortgage application process.
  • Liaise with any associated 3rd parties as required to complete a transaction.
  • Submit applications on behalf of clients and remain a point of contact throughout their service lifetime with the company.
  • Provide clients with information on any further areas supporting their mortgage application.
  • Contact all leads supplied within agreed timescales and provide feedback via the agreed business processes.
  • Adhere to the company mortgage and protection proposition.
  • Maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
  • Ensure the IT systems are used and information on them is kept up to date to meet business standards and line management requirements.
  • Provide sufficient management information to respond to the needs of line management to understand the business activities you are or want to be engaged in. 
  • Work to the professional development scheme requirements and compliance standards as issued by the company in accordance with the training and competence scheme.
  • Communicate in an effective manner with your administration team or dedicated resources.
  • Undertake ongoing continuous professional development and enhance technical knowledge in specialist areas.

Knowledge, Skills and Experience

  • CeMAP or CF6 qualified - R05 is desired but not essential
  • Previous experience of working as a successful mortgage and protection adviser.
  • Highly competent and confident in advising clients.
  • Strong presentation, organisation, and interpersonal skills with a drive to succeed.
  • Excellent telephone and face-to-face manner.
  • Motivated to develop new and existing skills/knowledge.
  • Ability to work on own initiative as-well as part of a team.
  • Competent IT skills.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: