Self Employed Mortgage and Protection Advisor
Skills
Certified Mortgage PlanningFinanceFinancial PlanningFinancial ServicesLoan OriginationLoansMortgage Lending
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven experience as a Mortgage & Protection Adviser with a strong track record of achieving sales targets desirable
- Knowledge of mortgage products lending criteria and the mortgage application process desirable
- Familiarity with protection products including life insurance critical illness cover and income protection desirable
- Strong analytical and problem-solving abilities enabling accurate assessments of client needs and mortgage affordability
- CeMAP or equivalent essential
- CAS desirable but not essential
- The ability to pass fit and proper essential
Nice to have
- Strong track record achieving sales targets
- Knowledge of mortgage products and application process
- Familiarity with protection products
- Strong analytical and problem-solving abilities
- CAS
Day to day
- Identify customers’ financial needs and advise on the best products that suit their requirements by completing a detailed fact find to gather necessary information for your advice.
- Ensure clients understand the products and services offered, guiding them through their financial journey.
- Complete customer interviews by appointments both face to face and on-demand making recommendations that meet client needs and requirements.
- Look for opportunities to attract new customers and professionals.
- Utilise the network's vast training and development opportunities to maintain CPD and FCA requirements.
- Deliver a professional and credible service ensuring your knowledge is always up to date by maintaining regular CPD and competence.