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Mortgage & Protection Adviser

  • Salary: £27000 - £30000 per annum + Bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    23 Feb 2021
  • Job reference: 35235

Full leads provided
Uncapped bonus scheme
Employed salary £27,000 rising to £30,000
Training and progression into IFA roles available


  • Liaise with new and existing clients about their mortgage and protection requirements
  • Present recommendations that meet the client's needs in line with companies processes
  • Obtain satisfactory supporting documents to support a mortgage or protection application
  • Uphold the business expectation of providing an exceptional service to clients throughout the mortgage application process
  • Liaise with any associated 3rd parties as required to complete a transaction
  • Contact all leads supplied within agreed timescales and provide feedback via the agreed business processes

The successful candidate will have

  • Certificate in Mortgage Advice and Practice (CeMAP) course
  • Experience of working as a successful Mortgage and Protection Adviser
  • High level of confidence with advising clients and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills
  • Drive and motivation to succeed
  • Ability to work in a team environment
  • Eagerness to learn and develop skills and knowledge continually
  • Competent IT skills

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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