Leads provided Mortgage & Protection Adviser
Christopher Allen Private Clients Ltd (CAPC) is an independently owned mortgage and protection specialist, providing bespoke advice to our clients and we are now looking to grow our broking team.
Role Overview:
As an Employed Mortgage \& Protection Adviser, you will have leads provided and benefit from the support and resources of an established and reputable company. You will be responsible for providing expert mortgage advice, building strong client relationships, and guiding clients through the mortgage application process, working from our offices near Stratford\-upon\-Avon.
Leads and full paraplanning/administrative support provided, along with a robust CRM system.
Key Responsibilities:
- Provide professional mortgage \& protection advice to clients based on their individual needs and financial situations.
- Assess clients' financial circumstances and recommend suitable mortgage products.
- Liaise with lenders, estate agents, and other third parties to ensure smooth processing of mortgage applications.
- Maintain up\-to\-date knowledge of the mortgage market, regulations, and industry trends.
- Build and maintain a strong client base through networking, referrals, and effective marketing strategies.
- Ensure compliance with all relevant regulations and company policies.
- Deliver exceptional customer service and support throughout the mortgage process.
- CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification.
- Minimum 1 years’ experience as a Mortgage Adviser
- Strong communication and interpersonal skills.
- Ability to build and maintain long\-term client relationships.
- Excellent organisational and time management skills.
- Proficient in using mortgage software and online tools.
What We Offer
- Base Salary plus competitive commission\-based remuneration structure targeting £65k OTE.
- Comprehensive training and ongoing professional development.
- Paraplanning, compliance and business development support.
- Access to a wide range of mortgage products from leading lenders.
- Marketing support and resources to help grow your client base.
- A supportive and collaborative team environment.
- A constant flow of high\-quality leads.
- Great career progression opportunities.
If you are a dedicated Mortgage \& Protection Adviser looking for a rewarding employed opportunity, we would love to hear from you! Please send your CV and a cover letter detailing your experience and why you would be a great fit, to enquiries@capc.uk.com. You can also apply via Indeed.
Benefits:
- Casual dress
- Company pension scheme
- Private medical cover (after qualifying period)
- Regular social events
Pay: Up to £65,000\.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- Private medical insurance
This listing is from Indeed. View original listing ↗