Mortgage and Protection Adviser - Southport

Our client is an established independent Mortgage and Protection Brokerage based in Southport, providing exceptional service to clients across the Northwest. They are linked with one of the North West’s most successful independent estate agencies. Due to their expanding business, they require an additional Mortgage and Protection Adviser to maintain their high levels of service to both clients and the professionals they work with.

Duties (include but are not limited to):

  • Identify customer’s financial needs and advise them with the products that would best suit their requirements.
  • Ensure clients understand the products and services offered and the process.
  • Complete customer interviews by appointment and on-demand and make sales that meet customer’s needs.
  • Look for opportunities to attract new customers and professionals.
  • Prepare for future appointments, gathering appropriate information from colleagues generating referrals.
  • Deliver a professional and credible service and ensure your knowledge is up to date at all times.
  • Working towards sales targets and always know how you are performing against these.

To be considered for the role of Mortgage and Protection Adviser you must have the following:

  • CeMap or other industry-recognised qualification.
  • Willingness to learn new skills.
  • Excellent communication skills
  • Ability to demonstrate excellence in your field.
  • Proven track record of working in a targeted sales environment.
  • Outstanding levels of customer service
  • Full driving licence

In return, our client is offering the successful Mortgage and Protection Adviser the following salary package:

  • Basic salary of £25,000 -£35,000 (Depending on Experience)
  • 10% - 20% commission
  • Added incentives
  • £75,000 - £80,000 OTE

​​​​​Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.