Re-Mortgage specialist

Mortgage & Protection Advisor – Remortgage Specialist

Location: Billericay, Essex (Hybrid Work Pattern)

Position Type: Self-Employed

We have an exciting opportunity with a long-established and successful Principal firm based in Billericay, Essex, who are seeking an experienced Mortgage & Protection Advisor to join their team, specialising in remortgage cases.

This is a fantastic opportunity for a motivated advisor looking to focus on a consistent stream of remortgage business. The firm will provide a high volume of quality leads, ensuring your diary can be filled on a full-time basis.

Key Features:

Focused solely on remortgage cases
High-quality, consistent lead flow
Hybrid working pattern (2 days per week in the office)
Self-employed position with strong earning potential
Supportive and established team environment
Future career progression

Expectations

As a Mortgage and Protection Adviser you can expect to:-

Follow up leads from potential customers to convert into sales
Source leads proactively from all available routes
Recommend the most suitable product to suit the customer’s needs, priorities and circumstances within a regulatory environment
Assess customer affordability in order to lend responsibly and in line with regulations
Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
Ensure market knowledge is continuously developed and maintained
Build and forecast a pipeline with accuracy on completion
Demonstrate continuous improvement in terms of conversions

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:-

Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ)
Experience within the mortgage brokerage market
Have a consistent track record of achieving your goals within your current role
Be proactive and self-motivated, with a proven track record of exceeding targets
An excellent understanding of the mortgage market, products and services
Confident in presenting
Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
Experience of Financial Services sales and understanding of compliance regulations
A passion for achieving a fantastic customer experience.
You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)

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