Mortgage & Protection Advisor

Opportunities to join our Team!

As a fully qualified FPC/CeMap Mortgage & Protection Advisor, with ‘Whole of Market’ experience, you must be able to demonstrate:

  • Experience and understanding of Estate Agency working practices.
  • Proven expertise in respect of mortgage & protection markets and understanding of FCA standards and associated regulatory matters.
  • A successful track record in achieving personal targets, spanning the generation, and selling of mortgage & protection business.
  • Excellent communication, presentation, and relationship skills. Along with a strong customer focus and a firm belief in putting our clients’ interests at the heart of everything you do.
  • A highly professional outlook and plenty of self-motivation. Plus, a current valid driving license and a working knowledge of MS Office.

Job Summary

As an independent Advisor working alongside one of our introducers, your role will be office based. You will be working with a small, friendly team to identify opportunities within a busy Estate Agency. Discussing our client’s residential, buy-to-let mortgage and protection requirements.

You will be supported by a dedicated Case Management Team who, following your advice and recommendation will take ownership of all applications through to completion.

Company Overview

Opal Financials Ltd prides itself on our professional but, friendly environment. We strongly believe that investing in our people ensures our organisations success and we believe this is a fantastic opportunity for the right candidate.

Due to continued growth we have a Mortgage & Protection Advisors role in the ST7 post code.

Training will be provided on our in-house CRM and integrated IT and compliance systems.

Working hours: Full Time (Mon to Fri 9:00-5:30, Plus one Saturday a month)

Basic Salary: £23,000 - £32,000 Depending on Experience. Realistic OTE £45,000+ with uncapped commission.

Apply by emailing CV to [email protected] com

Required Experience:

  • Mortgage & Protection Sales: 1 year+
  • Customer Relationship Management: 1 year+

Application deadline: 22/09/2020

Job Types: Full-time, Permanent

Salary: £23,000.00-£32,000.00 per year

Additional pay:

  • Commission pay

Benefits:

  • Company events
  • Company pension
  • On-site parking
  • Sick pay

Schedule:

  • Monday to Friday
  • Weekends

Experience:

  • Mortgage & Protection: 1 year (Required)

Work remotely:

  • No
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