Mortgage Advisor

Overview

This employed Mortgage & Insurance Advisor job is available to takeover the client bank from a busy Director who wants to focus on strategic tasks moving forwards. The Director has a personal client bank of several hundred and regularly wins business from speaking at events.

This is ideal for a Mortgage & Insurance Advisor who enjoys being very busy, you could realistically be holding 10 client meetings per week. Due to the nature of the leads being from existing clients or from warm enquiries you should expect over 50% conversion rate!

Your business mix will consist of both mortgages and insurance advice, so you must be knowledgeable, passionate, and skilled in both areas of advice.

It is important you work closely with the Director of the business, as he will be able to keep you well fed with regular, quality leads. As such, to get off to a flying start, our client would like you to regularly present in the City of London office, with potential to introduce some home working after 3–6 months (hybrid thereafter).

• Must have strong experience in writing good, high‑level mortgage and protection advice and a strong conversion rate.
• Must have CAS for mortgages and insurance advice.
• Must have CeMAP or equivalent.
• Must be motivated by providing great service and achieving high levels of performance.

Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount, working closely with the Directors on their personal client bank, freeing them up to focus on strategic growth of the business.

• Salary of £30,000 – £40,000 plus tiered bonus structure based on achieving milestones and various metrics.
• Hybrid working: from the City of London office and work from home (largely office based during initial bedding‑in period).
• Supportive team culture.

City of London

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