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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, therefore important you are 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 regularly present in the City of London office, with potential to introduce some home working after 3 – 6 months (hybrid thereafter)

Mortgage Advisor Requirements

You must have strong experience in writing good – high levels of mortgage and protection advice and strong conversion rate

You must have CAS for mortgages and insurance advice

You must have CeMAP or equivalent

You must be motivated by providing great service and achieving high levels of performance

The Company

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, whereby you will be working closely with the Directors on their personal client bank, freeing them up to work on strategic growth of the business

Mortgage Advisor Benefits

Salary of £30,000 - £40,000 plus tiered bonus structure based on achieving milestones bonuses based on various metrics

Hybrid working from their City of London office and work from home (largely office based during initial bedding in period)

Supportive team culture

Locations

City of London

Call us now on (phone number removed) or click Apply

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