An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions.
As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals.
This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits.
You will be responsible for:
? Conducting client consultations to understand individual financial circumstances.
? Assessing eligibility for various mortgage products and protection plans.
? Preparing and submitting mortgage applications while ensuring compliance with industry regulations.
? Maintaining ongoing relationships with clients to support their evolving financial needs.
? Collaborating with internal teams to identify and secure the best mortgage solutions.
What we are looking for
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role.
? Possess CeMAP qualifications or equivalent.
? Knowledge of the mortgage industry, mortgage products, and lending processes.
? Have experience working in finance and customer service
? Commitment to staying current with regulatory changes and industry developments.
This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients' lives.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your dat....Read more...
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions.
As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals.
This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits.
You will be responsible for:
* Conducting client consultations to understand individual financial circumstances.
* Assessing eligibility for various mortgage products and protection plans.
* Preparing and submitting mortgage applications while ensuring compliance with industry regulations.
* Maintaining ongoing relationships with clients to support their evolving financial needs.
* Collaborating with internal teams to identify and secure the best mortgage solutions.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role.
* Possess CeMAP qualifications or equivalent.
* Knowledge of the mortgage industry, mortgage products, and lending processes.
* Have experience working in finance and customer service
* Commitment to staying current with regulatory changes and industry developments.
This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients' lives.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service.
The Business Administrator will provide full administrative support to the mortgage team, ensuring all data is accurately recorded and handled in the correct manner. Accurately managing and updating in-house CRM systems on a regular basis. Supporting the mortgage brokers with day-to-day tasks, client administration and mortgage application support.
Key Responsibilities:
Providing administrative support to the mortgage department
Accurately compiling and storing client case files in a compliant manner
Regularly updating the in-house CRM systems to ensure they are kept up to date in a timely manner
Answering the telephone and assisting clients as appropriate
Managing team diaries and booking appointments
Chasing up mortgage applications directly with lenders
Uploading supporting documents to lenders portal for client cases
Liaising with existing client base to ensure timely and prompt contact for mortgage review
Training:
The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification
Training Outcome:Career progression possible in time to the role of Mortgage & Protection Advisor.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday, 9.00am - 5.00pm. 1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
Work with our mortgage advisors (brokers) to assist them with client contact and delivering a high quality service
Process mortgage & protection business from submission to completion
Making sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
Liaise and maintain relationships with lenders, conveyancers, and surveyors to provide regular updates to customers
Thoroughly check mortgage offers to make sure there are no errors
Keeping a close eye on processes and feedback to ensure the best possible journey for our customers
Support the office in a broad range of internal and external related communications and administration
Answering the telephone, accurately taking messages and passing them on and booking in appointments for advisors.
Compliance - Adhering to all relevant regulations, company policies, and procedures, including anti-money laundering and financial crime protocols
Training:Apprentices will work closely with a knowledgeable mentor who has progressed from an administrative role to Mortgage and Protection Consultant. Initial training will be intensive for the first few weeks, with ongoing hands-on learning and guidance throughout the apprenticeship.Training Outcome:Apprentices may progress into roles such as Mortgage Advisor, Training, Management, or Senior Mortgage Administrator, among other pathways.Employer Description:With over 40 years of combined industry experience, we’ve developed a distinct approach to providing financial services.
Everything we do is informed by the knowledge we’ve gained across the financial sector, and delivered to the highest possible standards of customer care. We’re known industry-wide for the relationships we build, from the connections we’ve developed across a comprehensive panel of lenders to the clients who come back time and again. We don’t do a lot of advertising: our business growth has come from customer referrals. We keep it simple, providing a personal service that both we and our clients enjoy. That means no call centres and no jargon; just friendly people and appointments at your convenience, either over the phone, at our Clifton offices or in the comfort of your own home.Working Hours :Monday to Friday, 9:00AM – 5:00PM. 1 hour unpaid lunch break.Skills: Communication skills,Attention to detail,Problem solving skills,Client-focused approach,Professional telephone manner,Professional appearance....Read more...
COMMERCIAL INSURANCE ADVISOR BASIC SALARY + UNCAPPED COMMISSION (OTE £50,000+) TAMWORTH + HYBRID WORKING AVAILABLE
An exciting opportunity has arisen for an experienced Insurance Adviser to join a growing and high-performing financial services team. This role is ideal for a motivated, customer-focused professional who thrives in a sales environment but prefers warm leads. You will provide expert advice on insurance and protection products including life insurance, critical illness and property protection as well as commercial combined insurance products to existing clients.
THE ROLE:
Contact prospective clients using the company CRM database via telephone
Conduct detailed fact-finds to understand clients' needs and recommend suitable protection solutions
Provide advice on life insurance, critical illness and property protection products
Explain policy features and benefits clearly to customers
Negotiate policy terms and premiums with insurers where appropriate
Manage applications, maintain accurate client records and complete sales administration
Work towards agreed KPIs and sales targets
Collaborate with mortgage advisers to support clients through the home buying process
Provide excellent ongoing customer service
THE PERSON:
Experience in Commercial Insurance and Cert CII qualified (essential)
Proven track record of meeting or exceeding sales targets / KPIs
Previous outbound calling experience
Confident communicator with strong relationship-building skills
Well organised with the ability to manage a pipeline effectively
Experience using CRM systems and sales tracking tools
Motivated, driven and results focused
THE PACKAGE:
Basic salary 35,000 plus uncapped commission (circa £2,000 per month commission potential)
Hybrid working available
Supportive, collaborative team environment
Opportunity to join a growing financial services business
TO APPLY: If you are a qualified Insurance Adviser looking for a role where you can maximise your earning potential while delivering valuable advice to clients, we would love to hear from you.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
