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Permanent

Mortgage and Protection Advisor

Lincoln
money-bag 1000.00-1000.00 Annual
3072658925
Posted 4 days ago

Build your future with Mundys Financial Services As a Mortgage and Protection Advisor, you ll play a key role in helping clients make informed decisions, providing expert advice tailored to their needs while operating within the regulatory framework. Requirements MUST HAVE Full CeMAP qualification (or industry equivalent) Full UK driving licence Your responsibilities will include: Delivering proactive, ongoing mortgage and protection advice to clients introduced by Mundys Estate Agents Working closely with professional support staff to ensure a smooth, efficient client journey Identifying and developing new opportunities with existing clients to meet their full financial needs Maintaining professional competence through continuous training, qualifications, and legislative updates What We re Looking For Experience and Knowledge Proven experience within a mortgage advice environment Strong technical knowledge of current legislation Confident use of mortgage and protection sourcing/research software Excellent communication and presentation skills, with the ability to explain complex information clearly and simply A track record of delivering exceptional customer service Personal Attributes High levels of honesty and integrity Well-organised with strong planning skills Dynamic, enthusiastic, and self-motivated Client-focused problem solver Driven to continuously develop both personally and professionally Methodical and professional approach to work Due to continued ..... full job details .....

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