Financial Adviser jobs in Kilsyth

Outstanding opportunity for experienced CeMAP Qualified Mortgage and Protection Advisers who are maybe considering a new role because their current role is not be providing them with enough quality qualified leads or simply a lack of leads is affecting their earning potential?

What a role with The New Homes Group offers!

• Income Guarantee for Mortgage Advisers with previous Mortgage and Protection sales experience**: Receive up to a £50,000 minimum salary guarantee for the first 12 months. (Applies to Mortgage Brokers with at least 18 months previous Mortgage and Protection sales experience). (Guarantee is provided without any contractual claw back agreement)
• Grow your earnings: All our Advisers are able to increase their earning year on year and we expect your OTE in year two to increase to £60K+.
• Promotional Tiers: Subject to achieving your targets you can increase your basic salary and commission rate in year two and onwards* with top performers earning in excess of £80K+
• Remote Working: Home Based.
• Employed Role: All of our Mortgage Advisers have the security of full time, permanent employment.
• No Cold Calling or Self Generation: We guarantee we will never ask you to cold call as we will provide you with all your pre-booked appointments which have an historical sign up rates of higher than 90%.
• Full Admin Support: We provide all our Advisers with full admin and case progression support leaving them more time to sell.

The New Homes Group trades under seven well known and respected brand names across the UK mortgage market and handled a combined 15,000 mortgage applications in 2023, our Helpline Specialist team’s and Mortgage and Protection Advisers work in partnership and have considerable knowledge and experience of mortgage products that are particularly geared towards the new homes market, earned though long established relationships with key mortgage lenders and national house builders.

As part of our ongoing 2024 expansion plans, we are now looking to appoint an additional 5 Mortgage and protection advisers to our team’s. You will have the opportunity to earn an industry leading salary package, which includes a 12 Month minimum guaranteed earnings level plus an unrivalled opportunity for career development and promotion, within The New Homes Group businesses.

The New Home Group Role Details:

Basis: Full Time Employed Role.

Location: Home based role for Advisers who are living in the vicinity of major towns across Scotland or England but most areas considered within reason.

Target Applicant: You must be a fully CeMAP qualified Mortgage Adviser with a minimum of 24 months residential mortgage and protection advice experience to be considered.

Salary Year One***: In your first year of employment we will provide a 12 months minimum guaranteed earnings promise which is negotiable up to £50.000 and to a comparable level, in line with your current earnings, providing peace of mind while you undergo training and build a fresh pipeline.

Salary Year Two***: After your guarantee expires you will receive a basic salary of £35K with a realistic 75K+OTE,

Salary Year Three onwards: (See promotional Tiers below)

Working Hours: Full time Mon-Fri + alternate Saturdays.

Timeline: Start Date November 25th 2024.

As your career with The New Homes Group progresses and you demonstrate that you are delivering excellent customer outcomes and meeting your KPI’s, you will become eligible for promotion to Senior Mortgage Adviser and beyond. We currently have 3 promotional tiers and each comes with an increase in basic salary and some have additional benefits and enhanced commission rates that will see your realistic OTE rise to £80K+

The New Homes Group Adviser Promise (TNHG):

Mortgage Advisers working for TNHG are never required to make cold calls to source their own mortgage appointments, TNHG will always provide Advisers with all their weekly appointments.

We call our appointments pre signup appointments because they already have a pre agreed AIP already in place and historically have a signup rate in excess of 90%, appointments will be a mix of telephone appointments and potentially some face-to-face appointments which will involve some travel in your local area.

Mortgage Adviser responsibilities:

• We guarantee that we will never ask you to undertake cold calling ever!
• Each week TNHG will be provide you with 5 pre-qualified appointments which already have an AIP in place, (More leads are available if you want them*)
• You will be responsible for arranging mortgage and mortgage related insurance products on behalf of The New Homes Group customers.
• Ensure all appointments are followed up and managed in a timely manner.
• Undertaking both face-to-face and telephone fact-finds as required.
• Diligent and focused on providing the highest level of mortgage advice and customer service to our house builder clients.
• Following the TNHG mortgage sales process, ensuring full compliance at all times.
• To meet and maintain compliance with all competency guidelines.
• Focused on agreed sales targets and key performance indicators.
• Visit and maintain relationships with introducers.
• Ensure that all documentation is current and up to date, and that requirements of the Training & Competency Scheme are met.
• Ensure current regulation guidelines including, Money laundering and GDPR requirements are adhered to.
• Smart and well presented at all times, portraying a professional image.
• Outgoing, ambitious and self-motivated, with the ability to thrive in a pressurised environment.

Required Knowledge, Skills and Qualifications:

• Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
• Minimum of 18 Months demonstrable customer facing mortgage sales experience, with Full CeMAP mortgage qualification or equivalent.
• Experience of Financial Services sales and an understanding of compliance regulations.
• Highly competent Microsoft Office user, including Excel, Word and Outlook.
• Full driving licence and use of own car.

Benefits:

• Permanent full time role with fantastic earning potential.
• Extensive induction & training coupled with an outstanding development program.
• 33 Days paid holiday (Including bank holidays.)
• Get your birthday off each year. (Once probation completed)
• Unrivaled opportunities for progression, promotion and personal development in an expanding and market leading business.
• Contributory workplace pension.
• Generous staff referral bonus scheme.
• Free Bluecrest Prevention plus health screening.
• Quarterly bonus achievable, against a range of performance based KPI’S.
• Outstanding commission earnings. (Our top performers earn in excess of £80K+ PA)
• Business mileage fuel reimbursed.
• Some flexibility to daily working hours as required by workloads.
• IT equipment, stationary and full IT support provided.
• 24/7/365 Well-being support service available to you and your spouse/dependents.
• Access to discounts platform, Perks at Work.
• Access to self-funded Health Care plan.
• Discounted medical assessment Health Screening & Nuffield Gym Membership.

Promotional Tiers** (Which benefit from)

• Basic salary uplifted by up to 44%.*
• BUPA personal and family healthcare.*
• Uplift in your employer’s pension contributions.
• Uplift in your commission rate payments by up to 20%.*
• Uplift in your holiday entitlement.

If this role sounds of interest please forward your CV by clicking Apply Now, or if you prefer feel free to call Alex Lock at The New Homes Group for a confidential chat on 01206-585355

• Terms and conditions apply.