Position:
Experienced Mortgage & Protection Adviser
About the Role:
We currently have an exciting opportunity for an experienced Mortgage & Protection Adviser to join our team. This position is perfect for someone who excels at working both collaboratively in a dynamic team environment and independently with initiative. We are seeking an individual who takes pride in their work, thrives in self-directed roles, and approaches the business with the dedication and care as if it were their own.
The Role:
- Full time; based on the Holywood Road, Belfast.
- Hours; 40 hours per week
- Salary – 30k basic plus uncapped monthly bonus
Key Responsibilities:
- Client Relationships: Build and maintain strong relationships, always putting client needs first.
- Generate New Business: Network and use personal connections to bring in new clients.
- Estate Agent Collaboration: Manage day-to-day interactions with Estate Agent leads.
- System Improvement: Help refine and improve internal processes to support business growth.
- Admin Expertise: Handle administrative tasks confidently using our various platforms and software.
- Sales Achievement: Meet or exceed sales targets by managing your pipeline, identifying opportunities, and delivering tailored solutions.
- Team Collaboration: Support a positive team environment by sharing knowledge, helping colleagues, and working together toward common goals.
- Social Media Engagement: Use platforms like Facebook and LinkedIn for business development and client engagement.
- Attention to Detail: Provide excellent service with high standards of professionalism, grammar, and accuracy.
- Commitment to Success: Work flexible hours to meet goals and ensure success.
Key Skills and Attributes:
- Proven Experience: Demonstrated success as a Mortgage Adviser with a strong track record.
- Self-Motivation: Able to work independently, treating the role like your own business.
- Client-Focused: Passionate about delivering exceptional service and putting clients first.
- Organised and Detail-Oriented: Excellent organisational skills with great attention to detail.
- Tech-Savvy: Confident in using IT tools such as Microsoft PowerPoint and CRM systems.
- Strong Communicator: Excellent verbal and written communication skills.
- Continuous Improvement: Always looking to improve and streamline business processes.
- Professional Demeanour: Respectable, trustworthy, and aligned with our company values.
Requirements:
- Minimum of 1 year experience working as a Mortgage & Protection Adviser.
- Applications will only be considered from fully CeMAP, MAQ or CF1 and CF6 qualified individuals.
- Have exceptional customer service skills and presentation.
- Experienced in offering advice on all aspects of residential mortgages and the associated protection products, including Life Insurance, Critical Illness, Income Protection, Buildings & Contents Insurance.
What We Offer:
- A supportive, forward-thinking environment with opportunities to influence business operations.
- Competitive remuneration package, including bonuses, private medical insurance, 25+ days annual leave
- The autonomy to grow your client base and make a real impact.
- Ongoing professional development opportunities.
To apply, please submit your CV and a cover letter detailing your experience and vision for this role to [email protected]
Pay: From £30,000.00 per year
Benefits:
- Bereavement leave
- Company events
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Health & wellbeing programme
- Private medical insurance
- Sick pay
Work Location: In person
