We are partnering with a well regarded, boutique and highly successful mortgage brokerage in the heart of Cheltenham. As part of their growth plans they are looking to bring in an additional experienced Mortgage and Protection Adviser. This is a self-employed role but with a very strong support package.
Key responsibilities of the role:
- Conduct thorough assessments of clients' financial situations to determine appropriate mortgage options.
- Recommend suitable protection; life insurance, income protection, home insurance.
- Offer ongoing support and advice throughout the mortgage lifecycle
- Maintain accurate records in compliance with company policies and industry regulations.
- Provide outstanding customer service at all times.
What’s in it for you:
- Excellent earnings potential
- Whole of market access
- Admin support
- Leads provided
- Full time working but completely flexible hours
- Marketing/Networking/Social Media support
- Work from home, in the office or hybrid!
About you:
- Full CeMAP or equivalent
- Experienced delivering a full range of mortgage and protection solutions
- Drive and enthusiasm to grow your own business
- Excellent communication skills, both verbal and written, with an ability to build long lasting client relationships
- Strong attention to detail and organisational skills, able to manage and prioritise a busy caseload.
- Commitment to providing exceptional customer service
This is a fantastic opportunity to further your career, within a supportive and collaborative environment.
For more details please send a copy of your latest CV to