AN OVERVIEW
LionHart is forged from our cornerstones of epic customer service, cutting edge technology, and being driven by getting the best results for our clients & partners. So, if you want to be part of a growing team and join our exciting journey contact us in confidence to find out more.
Based in Milton Keynes, our team consists of 3 Mortgage & Protection advisers, 2 Mortgage only advisers, and 1 Protection only adviser, along with 5 support staff, operate a hybrid model to offer remote working alongside time in the office with the rest of the team. This has enabled us to maintain a great level of communication, share knowledge and experience, but also allow flexibility and work/life balance.
We ensure our advisers benefit from a range of experience with our clients including, and needing advice for, first time buyers, home movers, new builds, shared ownership, equity share, re-mortgages, product transfers/rate switches, buy to lets (LTD and personal ownership), equity transfers, bridging enquiries, and more.
We are now looking for a Protection only adviser to join us and advise on a range of protection products including life assurance, critical illness cover, income protection, family income benefit, and potentially business protection with the right qualifications.
We are looking for someone who is passionate about raising the bar on customer service, someone invested in helping clients and proud of providing exceptional results by effectively communicating protection options in a clear and relatable way. If you feel like your wings are currently clipped, or you have been trapped in a box too small where you are, then our environment should be the relief and opportunity you are looking for as you will be actively encouraged to “Be More You” and let your personality shine.
We operate a scaled salary and commission table which is directly influenced by your experience and performance. We are not advertising for “a role”, we are looking for the right person, so the appropriate level of basic salary and separately your relevant percentage commission will be confirmed after the initial interview stage.
A laptop will be provided to you, along with a desk and meeting space to see clients face to face where needed, buy we predominantly work over Teams
You will be responsible for reviews with our existing client book and will also receive introductions from our adviser team. With guidance from our Protection Manager you will help to grow the opportunity available and identify missed opportunities to ensure our clients receive the best advice and cover possible.
The role is offered as a 5 day working week, Monday to Friday between 9am and 6pm.
REQUIREMENTS
Must currently be, or have previously achieved, Competent Adviser Status
At least 12 months trading experience
Be eligible to live and work in the UK
A BIT MORE ABOUT US
We are an appointed representative of Mortgage Advice Bureau so benefit from their advanced technology such as Platform (in house CRM system) which links with Midas Pro to aid with submissions and compliance. We submit applications through Legal & General Mortgage Club so have access to a vast selection of lenders and a choice of insurers including Aviva, L&G, LV, Royal London, Guardian, Vitality, and our whole of market support team VITA. There are also a range of additional referral routes that are available, including our own local partners.
Due to working with MAB & L&G Mortgage Club we benefit from a vast array of support in terms of face to face training, remote learning, tools such as Ignite to aid with criteria & affordability checks, as well as common sense compliance and documentation requirements. We also receive procuration fee’s on exchange of contracts/ policies on risk and benefit from weekly bankings transactions.
We offer uncapped commissions on an employed basis. Commissions are paid on a percentage of banked income, inclusive of protection commission & other approved third party services. Your annual leave will increase by 1 day for every calendar year of service, you can enjoy your birthday off in addition, and we are part of the Simply Health benefit scheme.
We hold weekly broker catch ups, monthly team meetings, regular 121’s, monthly incentives and regular team events.
You bring the ambition, drive, and passion, we’ll help you do the rest!
HOW TO APPLY
Speak to us in confidence by contacting Charles or Karen using:
Email: [email protected]
Phone: 01908 713974
Online: Applying here or message Charles directly here https://www.linkedin.com/in/charleshart-lionhart/
Once you have applied we will look to arrange an initial phone call with those who fit the above specification, followed by a face to face meeting with our Business Principal, and finally a chance to meet some of the team to ensure you have a feel for our culture & your potential colleagues!
Job Types: Full-time, Permanent
Pay: £25,000.00-£80,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Work from home
Application question(s):
- Are you currently, or have you previously reached Competant Adviser Status?
Experience:
- protection advice (including term assurance, CIC, & IP): 1 year (required)
Language:
Work Location: Hybrid remote in Milton Keynes MK14 6LY
