Mortgage and Protection Advisor
Self-employed
South Wales
Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry.
One of our Principal firms that introduce to Just Mortgages are looking for an experienced Mortgage and Protection Advisor to be based in the South Wales area. This role is self employed, fully flexible and hybrid based, being based in a local team office environment a few days a week.
Benefits
- Leads provided
- Social media support with full digital marketing suite
- Mentor and one to one coaching from a successful business owner
- Our Just Mortgages support system
- Generous commission splits
- Additional income from in house referral opportunities
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 alternative
- 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)
APPLY TODAY!
Feel free to reach out for a CONFIDENTIAL CHAT!
Call 07738406752 or email [email protected]
Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-
Skills Required
- Certificate in Mortgage Advice and Practice (CeMAP) or an alternative qualification
- Experience within the mortgage brokerage market
- Consistent track record of achieving goals and exceeding targets
- Proactive, self-motivated approach
- Excellent understanding of the mortgage market, products, and services
- Experience in financial services sales
- Understanding of compliance regulations
- Strong written and verbal communication skills
- Confident presentation and interpersonal skills
- Legal entitlement to live and work in the UK
What We Do
Just Mortgages is a UK mortgage-advice business and the mortgage-services arm of Spicerhaart. It supports customers through home buying, moving and remortgaging, offering guidance from a comprehensive panel of lenders together with protection and insurance advice. Operating nationwide through advisers across Spicerhaart’s branch network, it trades as Just Mortgages Direct Limited, an appointed representative of The Openwork Partnership, with personalised support throughout the process.
