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Mortgage and Protection Advisor

Stonebridge - Mortgage & Insurance NetworkBasildon, England, United Kingdom

30+ days ago

Job type

Full-time

Permanent

Job description

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Stonebridge - Mortgage & Insurance Network provided pay range

This range is provided by Stonebridge - Mortgage & Insurance Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

We are looking for a Mortgage and Protection Advisor to join us on a full-time , permanent basis, hybrid working ideally at least one day in the Basildon office per week . In return, you will receive a salary of up to £28,000 per annum plus additional monthly commission. Typical annual OTE £40,000 however, high performers annual OTE can be up to £50,000.

About Us

A subsidiary of Stonebridge Mortgage Solutions Ltd, MoneyQuest is part of one of the leading mortgage and protection Networks in the UK with a professional community of over 1,000 mortgage advisors. We are passionate about what we do, our people matter, their opinions, insights and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.

Our Benefits

Great company culture
2 days off per annum for charity / community volunteering
2 half days paid leave for 'me time' to support mental and physical wellbeing
1 day paid leave for 'team time' joining your team in a volunteering / community service activity
Full programme of employee engagement activities
Company reward and recognition schemes
Discounts off online and high street shopping through our employee benefits platform
Company sick pay
Option to buy / sell up to 5 additional days annual leave
Gym Subsidy
Bike to work scheme
Pension
Employee Assistance Programme
500 employee referral scheme
Death in service insurance cover
Critical illness insurance cover

The role

The Mortgage and Protection Advisor deals directly with customers, to provide them with mortgage products and insurance policies. They must gather sufficient information to enable them to fully understand the customer’s financial circumstances, identify their preferences and financial objectives.

This ensures that any recommendations are the most suitable, best-value options. Each must be a good fit for the individual’s customer and meet all regulatory requirements and expectations based on Stonebridge standards.

In addition, the Mortgage and Protection Advisor must ensure that the business generated reflects the objectives of the company to meet their business goals. As well as providing excellent customer service to the end consumer, the Mortgage and Protection Advisor must establish and maintain relationships with key Introducers who are vital to ensure the ongoing channel of new potential customers to the business.

The role includes proactive, self-driven generation of sales opportunities, as well as maximising existing leads, by phone and email contact.

The role also includes responsibility for ensuring all team-specific spreadsheets are updated with financial data, as well as information drawn from Revolution.

Key Responsibilities

Achieve target sales by converting new client enquiries

Book and complete new appointments with clients

Identify / recommend mortgage products & insurance policies that meet client objectives

Recommend mortgage products & insurance policies that meet MQ business objectives

Build relationships with key Introducers

Deliver exceptional service to clients, reflected in positive feedback

Proactively drive new lead referrals

Achieve target of securing an offer within 2-4 weeks, working with Admin team

Deliver compliantly completed cases, meeting all regulatory & standard requirements

Maintain and grow competence across mortgage and insurance markets and products

Requirements :

CeMAP qualification (or equivalent) is essential

Experience as a mortgage advisor is ideal

Understanding of the Mortgage Market

Excellent communication skills

Strong influencing skills

How To Apply

Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking

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Mortgage Advisor • Basildon, England, United Kingdom