Our client based in Bournemouth are seeking a Self-Employed Mortgage & Protection Advisor. They have been trading for over 20 years and have established an excellent reputation with both clients and lenders.
- To proactively generate new business
- To support and guide clients through the property mortgage process, through to completion.
- Liaising with mortgage lenders, solicitors, and valuers
- To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.
Skills and Knowledge Required
- Minimum 2-3 years’ experience within a similar role
- A CeMAP qualification or equivalent
- An existing client bank.
- Ambition and drive
- Excellent relationship building skills.
- System Access (The Key, Mortgage Brain)
- Admin Support
- IT support
- Office equipment (desk, phone)
- Professional indemnity insurance
- Marketing support