One of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team.
The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance.
The company are an established family run firm offering a supportive and friendly environment to thrive.
Their commitment to quality advice and excellent customer service is at the heart of everything they do.
In addition to offering dedicated administration to create time to spend on income generating activities they also provide direct support from its directors.
Skills:
CeMAP or relevant Mortgage Qualification
A positive attitude and excellent team communication
Dedicated, hard-working, wishing to achieve a high level of income only through providing good client outcomes
Client-orientated with high customer service skills and communication
The ability to explain complex information clearly and simply
Minimum 5 years+ experience with delivering mortgage and protection advice
Client Bank with additional leads to be provided by the company
Benefits:
Uncapped income potential through a generous commission split
Working with a well-established, professional, forward-looking company
Full administrative support, including submissions and pipeline management
A supportive and collaborative team environment
Coaching / Mentoring to help upskill and further increase earning potential
Flexible working arrangements (office-based or home-based)
Your duties will usually include:
- Meeting performance targets
- Ability to prospect and organise meetings
- Fact-find effectively to establish the client’s current finances and future aspirations.
- Provide high quality professional mortgage advice and explain different types of mortgages available
- Explain required insurance and protection products so that clients can make informed choices.
- Networking to increase new business and introducer opportunities.
- Develop and create relationships
- Communicate effectively at all levels
- Ensure all regulatory documentation completed within the required timescale
- Keep up to date with new mortgage and protection products and changes in mortgage regulation
- Maintain generic knowledge of the Financial Services industry and knowledge that is deemed necessary
- Embrace company values and promote them effectively.
