Mortgage and protection advisor Work, Jobs in Formby, Msy (with Salaries)

Mortgage and Protection Advisor
Karl Tatler Estate Agents —Wirral
- £40,000 - £45,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
12d
Mortgage Advisor
The Mortgage Experts —Thornton Cleveleys
- £60,000 - £100,000 a year
- Remote
Quick apply
Mortgage Broker - Partner Advisor
The Mortgage Experts —Warrington
- £60,000 - £100,000 a year
- Remote
- Marketing
Quick apply
Mortgage Advisor
PRIMIS Mortgage Network —Preston
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
12d
Self-employed Protection Advisor
Placing Faces —Runcorn
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
3d
Protection Advisor
Placing Faces —Warrington
- £30,000 - £35,000 a year
- Full-time

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mortgage and protection advisor jobs near formby, msy

Mortgage and Protection Advisor

Karl Tatler Estate Agents
Wirral

Quick apply

Job details

Permanent | Full-time
£40,000 - £45,000 a year
12 days ago

Benefits

Company pension

Qualifications

GCSE
Basic maths
Financial services
Communication skills

Full job description

Job Title: Mortgage and Protection Advisor

Location: Wirral

Opportunity Type: Full Time, Permanent

Salary: £40,000 - £45,000 OTE Year one

ALL ABOUT US

At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage and insurance solutions. Karl Tatler Estate Agents has over 25 years industry experience as the market leader with multiple awards recognising the service we provide to our customers.

The key to our continued success is our people - working together to earn the respect and trust of our customers and provide them with the personalised advice and support that allows them to achieve their home ownership and financial protection goals.

ALL ABOUT THE OPPORTUNITY

As a Mortgage and Protection Advisor you will work with our clients to assess their financial situations, their goals and risk tolerance allowing you to recommend bespoke mortgage products. This will allow you to provide expert advice on mortgage options, interest rates and repayment terms in a clear and concise way and subsequently assist with mortgage applications and the collection of documentation. Your role will involve collaboration with lenders, solicitors and other professionals to ensure a smooth process for our clients.

You will also be responsible for the evaluation of insurance needs, recommending appropriate life, critical illness and income protection policies whilst at all times maintaining accurate records.

You will be joining an established and supportive team within Head Office with uncapped commission and regular professional development available with a clear career path. We have a staff bar in head office and regular fully funded team social events throughout the year for you to enjoy time with your colleagues across the business.

ALL ABOUT YOU

CeMap qualified or equivalent
Experience in a similar ole
Personable and professional
Excellent communication skills
Able to multi-task in a fast paced environment
Ability to build and maintain relationships
High level of organisation and eye for detail
Data Driven

Job Types: Full-time, Permanent

Pay: £40,000.00-£45,000.00 per year

Benefits:

Company pension

Application question(s):

Do you currently hold a CeMAP or equivalent qualification?

Work Location: In person

Quick apply

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