Mortgage & Protection Broker

Firstchoicemove; Workington; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A financial services brokerage in Workington is looking for a Mortgage & Protection Broker to provide expert advice on mortgage products and relevant protection plans. This full-time hybrid role allows mostly remote work with 1-2 days in the office. Key responsibilities include identifying mortgage options, guiding clients through applications, and building strong relationships with lenders and clients to ensure exceptional service. Candidates must have experience in mortgage advice and be CeMAP qualified.

Qualifications

• Experience and expertise in Mortgage Advice, ideally also in Protection Advice.
• Knowledge of Debt Consolidation strategies and Financial services.
• Effective communication skills for building client relationships.
• Proficiency in organisational and analytical skills.

Responsibilities

• Identify suitable mortgage products for clients.
• Support clients through the application process.
• Build relationships with lenders and clients.
• Design comprehensive financial protection solutions.

Skills

Mortgage Advice

Protection Advice

Debt Consolidation

Effective communication

Organisational skills

Analytical skills

Education

CeMAP qualification

Job description

Company Description

First Choice Move Mortgage Services is located in Lillyhall, Workington, Cumbria, and operates as a Mortgage & Protection Brokerage alongside our sister company FIRST Choice Move Estate Agency. With a commitment to delivering tailored solutions and exceptional customer service, we aim to support our clients in making informed financial decisions. We value expertise, integrity, and personalised service.

Role Description

This is a full-time, hybrid role for a Mortgage & Protection Broker, working mostly remotely with 1-2 days per week in the Office. The role involves providing expert advice and services regarding mortgages and relevant protection plans to clients based on their specific needs and circumstances.

Responsibilities include identifying suitable mortgage products, supporting clients through the application process, building relationships with lenders and clients, and designing comprehensive financial protection solutions. The role requires a commitment to obtaining the best possible outcomes for our clients and providing outstanding customer service throughout their mortgage journey.

Qualifications

• Experience and expertise in Mortgage Advice and ideally also in Protection Advice
• Knowledge of Debt Consolidation strategies and Financial services
• Effective communication skills, with the ability to build and sustain client relationships
• Proficiency in organisational and analytical skills for creating personalised solutions
• CeMAP qualified
• Ability to work effectively in an on-site environment in Lillyhall, Workington 1-2 days per week