Remote Self Employed Mortgage and Protection Advisor Job in UK Chambers Financial Solutions Ltd

Who you are

• 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

Desirables

• Strong track record achieving sales targets
• Knowledge of mortgage products and application process
• Familiarity with protection products
• Strong analytical and problem-solving abilities
• CAS

What the job involves

• 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.