Mortgage and Protection Advisor
Listed on 2026-01-09
-
Finance & Banking
Financial Consultant -
Sales
Overview
Self-Employed Mortgage & Protection Advisor
Location:
Milton Keynes
An exciting new opportunity with one of our Principal firms, a dynamic and ever growing business based in Milton Keynes, for an experienced
Mortgage and Protection Advisor
.
- Self-employed
, fully flexible, and remote
working model - Lead source to work exclusively with
- Mentoring and support from a very experienced advisor
- Social media support with full digital marketing suite
- Our full Just Mortgages support system
- Generous commission splits
- Additional income from in house referral opportunities
As a
Mortgage and Protection Adviser
you can expect to:
-
- Follow up leads from potential customers to convert into sales
- Source leads proactively from all available routes
- Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment
- Assess customer affordability in order to lend responsibly and in line with regulations
- Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team
- Ensure market knowledge is continuously developed and maintained
- Build and forecast a pipeline with accuracy on completion
- Demonstrate continuous improvement in terms of conversions
To be a successful Mortgage and Protection Adviser you will need to:
-
- Hold
Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ) - Experience with in the mortgage brokerage market
- Havea consistent track record
of achieving your goals within your current role - Be proactive and self-motivated, with a proven track record of exceeding targets
- An excellent understanding of the mortgage market, products and services
- Confident in presenting
- Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
- Experience of Financial Services sales and understanding of compliance regulations
- A passion for achieving a fantastic
customer experience
. - You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (
Please Note:
you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment)
Feel free to reach out for a CONFIDENTIAL CHAT!
Call or email
Equal Opportunities:At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us.
We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
To All Recruitment Agencies:Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
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