Mortgage & Protection Adviser - Charlton - South East London

Our client is an independent and established Estate Agency with several offices across London, providing exceptional service to clients across the London and UK Wide. Due to their expanding business, they require an additional Mortgage & Protection Adviser to maintain their high levels of service to both clients and the professionals they work with.

The role will be based in their Charlton office, which is currently producing high levels of leads to allow an adviser to do a minimum of 20 cases a month.

The Mortgage & Protection Adviser duties will include, but will not be 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 & Protection Adviser, you must have the following attributes:

  • CeMap or other industry-recognised qualification.
  • CAS is essential
  • 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 clients are offering the following to the successful Mortgage & Protection Advisor:

  • £25,000 - £33,000 Basic Salary.
  • (Depending on Experience) + 15% commission on all banked business + added incentives.
  • £60,000 - £80,000 OTE.