Mortgage and Protection Advisor

full time Logic Melon in Financial Services Email Job
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Job Description

Mortgage and Protection Advisor

Location: Long Stratton

Hours: Part time, 22.5 hours/week

Salary: £15,000pa + Incentives.

Benefits: 17 days paid Holiday pa , Incentives available eg for self-introduced business, productivity etc, Company Pension, Statutory Sick Pay

Duties Include:

  • To take on a list of existing clients as well as new clients and provide full mortgage and protection advice either on site or at the clients home (covid permitting).
  • Assess, recommend and sign up all business advised, compliantly with the company processes. 
  • Ensure all necessary documentation collected and archived.
  • Monitor and expedite business through from application to completion.
  • To maintain and update the CRM system
  • To provide periodic and ongoing advice as and when required.
  • Promote the company to attract referrals and further business.


The Ideal Candidate:

  • Will be suitably qualified for the role
  • Will ideally have experience advising on a ‘whole of market’ basis.
  • Will need to be confident and experienced with face-to face meetings and have a friendly and professional manner.
  • Will need to be knowledgeable on the full range of mortgage and protection products.
  • Should be competent using computers and computer systems including provider and lender sites. Full training will be given.
  • Show an aptitude to problem solve and find alternative solutions to difficult cases.
  • Fit in and contribute to a small team in a busy office.


If you’re the ideal candidate our client is looking for, please send your CV by clicking the APPLY button


Keywords:  mortgage, advisor, CRM system, referrals, advice, archiving, mortgage and protection, mortgage advisor, protection advisor, CRM, lenders, estate agents, estate

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