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Job Post Details

Mortgage and Protection Adviser

Swarm Recruitment
St Albans AL1 1BZ

Job details

Job type

  • Full-time

Location

St Albans AL1 1BZ

Benefits
Pulled from the full job description

  • Work from home

Full job description

Job Title: Mortgage & Protection Adviser

Location: St Albans, Remote

About our clients and the role:

Swarm Recruitment is working with a well-established, successful mortgage firm based in St Albans, looking to expand their team. Our clients have been successfully helping people with their financial needs for a number of years, and have a large number of loyal customers that need to be serviced.

Our clients are offering a great opportunity for an experienced Mortgage & Protection Adviser to join their team on a self-employed basis. They will provide you will all your leads, pre & post sale administrative support, and on-going support to help you increase your earnings year on year.

Our clients have an influx of leads to provide you, which each adviser comfortably doing between 10-15 cases per month. You can work from wherever you want, with the option to use an office if needed. You will be required to work in the office until you are authorised by sesame.

Salary & Benefits:

  • Financial Guarantee for 3 – 6 months
  • 50/50 commission split
  • 20 – 35 leads provided each month
  • Remote working
  • Pre & post sale admin support

Desired Experience:

  • Proven track record as a Mortgage and Protection Advisor.
  • Strong understanding of compliance and regulatory requirements.
  • Excellent communication and interpersonal skills.
  • Ability to manage a high volume of leads and prioritize effectively.
  • Self-motivated, driven, and results-oriented.
  • Ability to manage multiple tasks and work under pressure.

Responsibilities & Duties:

  • Manage existing clients and provided new business
  • Handle new leads generated through the company website, providing expert mortgage and protection advice.
  • Maintain a high level of client service and compliance.
  • Collaborate with the administrative team to ensure efficient processing of applications.
  • Utilise the company's CRM system to manage client data and track progress.
  • Meet or exceed targets for mortgage and protection sales.
  • Ensure adherence to mortgage regulations and company policies.
  • Build and maintain strong relationships with clients to foster trust and repeat business.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Type: Full-time

Additional pay:

  • Commission pay

Benefits:

  • Work from home

Work Location: In person

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