Mortgage and Protection Adviser advertised by GlosJobs.co.uk

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The Finance Roome

Contact Information:
The Finance Roome
Hangar SE50
Gloucestershire Airport
Cheltenham
Gloucestershire
GL51 6SR

Tel: 01242 226353

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Mortgage and Protection Adviser

Cheltenham

A well-established, award winning successful Mortgage and Insurance Broker based at Gloucestershire Airport, Staverton.

We are currently seeking a Mortgage and Protection Adviser to join a rapidly growing team.

This role demands the ability to work within a fast-paced environment, adapt to industry changes and meet multiple deadlines.

Mortgage and Protection Adviser responsibilities:

  • All leads provided
  • Identify our customer's financial needs and provide advice & recommendations
  • Undertaking both face-to-face and telephone fact-finds as required
  • Diligent and focused on providing the highest level of mortgage & protection advice and customer service
  • To meet and maintain compliance with all competency guidelines
  • Focused on agreed sales targets and key performance indicators
  • Be proactive encouraging opportunities to attract new customers e.g. referrals
  • Deliver a professional product presentation to win business
  • Work within Financial Conduct Authority (FCA) and Treating Customer Fairly (TCF) guidelines

Required Knowledge, skills and qualifications:

  • Minimum of 18 Months mortgage sales experience, with full CeMAP mortgage qualification or equivalent
  • Experience of Financial Services sales and an understanding of compliance regulations
  • A driven, ambitious individual who is looking to build their career at an exciting, fast growing company

The successful candidate will be offered a great opportunity to join an award-winning business that believes in nurturing careers and rewarding commitment.

Benefits to include:

  • 25 days & birthday holiday (+bank holidays)
  • ample free parking
  • interesting airport location
  • office kitchen facilities
  • ad hoc team/worker incentives

Please click on Apply Now and email your CV and covering letter.

Salary: Basic Salary from £25k depending on experience and generous uncapped bonus

Hours Per Week: 9am - 5pm Monday to Friday - 1 hour lunch

Apply Now

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