Self-employed Mortgage and Protection Adviser

HL Partnership; Chester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm in Chester seeks a self-employed Mortgage and Protection Adviser to provide expert advice on financial needs, ensuring clients understand available products. With flexibility in working patterns and no requirement for a client bank, this role emphasizes a collaborative team environment. Successful candidates will have a strong sales track record and in-depth mortgage knowledge.

Benefits

Flexible working pattern

Company paid trips

Modern office with social areas

Qualifications

• Proven experience as a Mortgage & Protection Adviser with a strong sales track record.
• In-depth knowledge of mortgage products and lending criteria.
• Familiarity with life insurance and income protection products.

Responsibilities

• Identify customer financial needs and advise on best products.
• Ensure clients understand the offered products and process.
• Complete customer interviews and make sales based on needs.
• Attract new customers and maintain strong client relationships.

Skills

Proven sales experience

Familiarity with mortgage products

Analytical and problem-solving abilities

Education

CeMAP or equivalent

CAS qualification

Job description

Self-employed Mortgage and Protection Adviser

Chester, United Kingdom | Posted on 21/06/2023

Who we are?

Fidenti’s dream is to redefine the mortgage market. They are a well-known brokerage based in Cheshire, who are looking for an articulate and experienced individual to join their team as a self-employed Mortgage & Protection Adviser. The firm prides themselves on providing a supportive work environment that allows its team members to thrive within a collaborative culture.

The aim is to leave every customer knowing there is nothing better Fidenti could have done, nothing more that could have been covered, and knowing that the process couldn’t have been completed in less time.

Having just opened their fantastic new office with great facilities, they are an extremely customer-focused business, supporting clients via face-to-face, teams, and on the phone. You will be working closely with the team creating an environment where people love to join and stay.

There is flexibility in your working pattern with the requirement of coming to the office 3 days a week to collaborate with the team.

• No requirement to have your own client bank as all leads are provided.
• Large loan sizes for property.
• Fantastic new modern offices with social areas.
• Flexibility in working pattern.
• Company paid for trips.

The Role:

• Identify customers’ financial needs and advise them on the best products that suit their requirements.
• Ensure clients understand the products and services offered and the process.
• Complete customer interviews by appointment and on-demand and make sales that meet customers’ needs.
• Look for opportunities to attract new customers and professionals.
• Deliver a professional and credible service and ensure your knowledge is always up to date.

Who we are looking for?

• Proven experience as a Mortgage & Protection Adviser, with a strong track record of achieving sales targets.
• In depth knowledge of mortgage products, lending criteria, and the mortgage application process.
• Familiarity with protection products, including life insurance critical illness cover & income protection.
• Strong analytical and problem-solving abilities, enabling accurate assessments of client needs and mortgage affordability.
• CeMAP or equivalent & CAS must have been attained.

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