Mortgage and Protection Advisor / Mortgage and Protection Adviser

Tenet Group Limited
Sutton Coldfield
£60,000 - £69,999
28 Nov 2019
30 Nov 2019
Contract Type
Full Time
Our member firm is looking for either an experienced or trainee mortgage advisor to join a busy and highly successful mortgage brokerage team.

The Position

The position is as a self-employed mortgage and protection advisor / trainee advisor although funding may be provided if required. Realistic OTE of £60k + for an experienced advisor but earnings are uncapped.

Candidates will be responsible for providing quality mortgage and protection advice to a range of clients, working in a consistent and compliant manner to FCA standards. You will deal with a range of enquiries with both existing and new clients ensuring you achieve sales targets by providing expert advice backed up by excellent customer service.

  • Candidates will be able to work remotely from home or base themselves from our office in Tamworth.
  • Full administration support.

What you'll get from us
  • Lots of quality mortgage and protection enquiries
  • Full initial & ongoing training, development and support
  • An excellent level of sales and post-sales support
  • Market leading software
  • Unbeatable market knowledge and exclusive mortgage deals not available elsewhere
  • Administration support, IT / sourcing tools.
  • Flexible, family focused working environment
  • Fun and positive working environment.
  • Training on our proven sales process
  • Genuine opportunity to earn in excess of £60k.

What we want from you
  • Motivation and drive to succeed in a sales environment
  • You will have excellent communication skills both written and verbal, with the ability to problem solve and work on your own initiative.
  • Desire to provide the highest standard of mortgage and protection advice and service to our clients
  • The academic ability to pass challenging industry exams
  • Previous sales experience welcomed.

Principle Accountabilities
  • Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
  • To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company's sales process.
  • To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards
  • To provide the service and care to the company's customers such that builds relationships, trust and confidence and contains customer complaints.
  • To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
  • To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company's T&C Scheme and all applicable rules issued in accordance with the networks rules.