Mortgage and Protection Adviser ( Employed)
other jobs Coast Specialist Recruitment
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £20,000 - £25,000 per annum
Job Description:
A fantastic advisory opportunity has arisen within a highly respected whole of market IFA practice.
Job description
Our client provides financial advice, wealth management, fund management and ongoing service support for pensions, investments, life assurance, employee benefits and mortgages.
Main responsibilities:
*As a mortgage and protection adviser you will be able to walk customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
*Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
*Taking part in regular meetings to discuss best practice and build lasting relationships.
*You will look after your own administration for cases from submission to completion, liaising with customers, providers, estate agents and solicitors
The role will involve:
You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.
You will be joining an established business who boast excellent customer reviews, access to whole of market advice and a great brand.
We are seeking someone with the following attributes:
Work ethic / Self motivated
Resilient, positive, organised, numerate and detail oriented
Great communication skills (written, verbal, digital, in-person and over the phone)
Confident and proficient using computer systems (in depth knowledge of Microsoft Office programmes, in particular Microsoft Excel and Outlook required)
In return the company will offer a competitive salary, full training and support to help you excel in your role and progress in your career.
Pay: £18,000-£25,000 per year
Benefits:
*Company pension
*Life Assurance
*Employee discounts
Schedule:
*Monday to Friday
Experience:
*CEMAP Qualified
*Must have at least 2 years mortgage advising experience
*Knowledge of bridging and commercial mortgages useful
The role is available for interview immediately.
Job description
Our client provides financial advice, wealth management, fund management and ongoing service support for pensions, investments, life assurance, employee benefits and mortgages.
Main responsibilities:
*As a mortgage and protection adviser you will be able to walk customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
*Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
*Taking part in regular meetings to discuss best practice and build lasting relationships.
*You will look after your own administration for cases from submission to completion, liaising with customers, providers, estate agents and solicitors
The role will involve:
You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.
You will be joining an established business who boast excellent customer reviews, access to whole of market advice and a great brand.
We are seeking someone with the following attributes:
Work ethic / Self motivated
Resilient, positive, organised, numerate and detail oriented
Great communication skills (written, verbal, digital, in-person and over the phone)
Confident and proficient using computer systems (in depth knowledge of Microsoft Office programmes, in particular Microsoft Excel and Outlook required)
In return the company will offer a competitive salary, full training and support to help you excel in your role and progress in your career.
Pay: £18,000-£25,000 per year
Benefits:
*Company pension
*Life Assurance
*Employee discounts
Schedule:
*Monday to Friday
Experience:
*CEMAP Qualified
*Must have at least 2 years mortgage advising experience
*Knowledge of bridging and commercial mortgages useful
The role is available for interview immediately.
Job number 3336904
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metapel
Company Details:
Coast Specialist Recruitment
Company size: 10–19 employees
Industry: Financial Services
Coast was founded in 2006. Today, we are one of the UK’s leading recruiters to the Financial Services and Insurance job markets. Our head office...