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Mortgage and Protection Adviser

Posted 2 days ago

  • Sutton, Greater London
  • Any
  • External
  • Expires In 3 months
Job Title: Mortgage and Protection Adviser
Salary: £28,000 - £32,000 Basic, OTE £60,000 - £80,000
Location: Remote (Shrewsbury)
About our clients and the role:
Swarm Recruitment is working with a well-established, growing mortgage & protection firm looking to expand their team. Our clients have been successfully helping people with their financial needs for several years, and are part of one of the largest networks in the UK.
As a Mortgage and Protection Adviser, you will predominately working remotely, with monthly trips to their offices based in Shrewsbury. This will be a virtual role as you are remote, with the full support of the business, in terms of leads and administration support. This role is predominately dealing with Re-mortgage and Employee Benefits business, you will certainly not be short of leads, an abundance of these leads are coming through each week.
Salary & Benefits:
Basic Salary £28,000 - £32,000
OTE £60,000 - £80,000
Established client bank and new leads from multiple sources
Up to 25% commission on all banked business
Bonuses on banked income & compliance
Full admin support from appointment to completion, including appointments booked in your diary and business development support
Progression opportunities
Staff discount scheme (Roughly worth £1200 a year)
Health Cash Plan
Working Hours:
Standard hours of 9am-5pm (Flexibility required for clients) 1-2 Evening appointment required.
Monday Friday, Every other Saturday, day off in Lieu
Full-time
Remote working with 2 visits a month to Shrewsbury
Desired Experience:
Minimum 12 months experience as a Mortgage and Protection Adviser
Fully CeMap qualified or equivalent qualifications
Strong knowledge of mortgage products, regulations, and market trends.
Excellent communication and relationship-building skills.
Ability to work independently and as part of a team.
Motivated to succeed and provide outstanding client support
Responsibilities & Duties:
Engage with customers face-to-face and over the phone
Provide expert advice to clients on a range of mortgage and protection products.
Conduct thorough assessments of clients needs and recommend tailored solutions.
Build and maintain strong relationships with clients, lenders, and insurers.
Keep up-to-date with the latest mortgage and protection regulations.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

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