Financial Adviser jobs in Lenzie

Role: Mortgage & Protection Adviser

Company: The Home Hub Mortgage Centre Limited

Location: Duart House, Strathclyde Business Park, Bellshill

Salary: £33,000-£36,000 DOE + uncapped quarterly bonus scheme

Job Type: Employed, Full-time (37.5 hours weekly)

About Us

The Home Hub Mortgage Centre is a new brokerage specialising in mortgage and insurance services. We pride ourselves on delivering expert advice with integrity and professionalism with a personal flare.

As an ambitious company, our mission is to provide world class service to each client, forming lasting relationships and we are looking for like-minded individuals to join us on the journey.

Having secured newly refurbished offices, we provide a fantastic workspace wherein our teams are encouraged to flourish.

Role Overview

A full-time role for a qualified Mortgage Adviser working as part of a team of advisers, you will be responsible for converting new leads (and any existing client base leads), into mortgage sales. You will work closely with clients to assess their financial needs, source suitable mortgage products, and recommend protection solutions to safeguard their future. Protection experience is desirable, although not mandatory.

Key Responsibilities

• Identify customer needs and provide tailored, expert, professional mortgage and protection advice
• Source suitable mortgage products from a broad panel of lenders
• Recommend appropriate protection policies including; life insurance, critical illness cover, and income protection
• Seamlessly guide clients through the end-to-end mortgage process
• Comply with FCA regulations and company standards to satisfy the networks audit requirements
• Build and nurture strong client relationships to encourage a returning client base and referrals
• Self-develop and stay up to date with industry related topics

Key Requirements

• Essential CeMAP qualification (or equivalent)
• Proven track record in mortgage and protection roles
• Ability to generate and convert leads into mortgage and protection sales
• Proficient in using mortgage sourcing and CRM systems
• Dedicated to maintaining compliance standards and treating customers fairly

Our Offering

• Salary of £33,000-£36,000 DOE
• Uncapped quarterly bonus scheme
• 30 days annual leave allowance
• Plus, one additional day on your Birthday
• On site parking
• Company pension
• Access to a wide panel of lenders and protection providers
• On site working with operational support

Job Type: Full-time

Pay: £33,000.00-£36,000.00 per year

Additional pay:

• Performance bonus
• Quarterly bonus

Benefits:

• Company pension
• On-site parking

Schedule:

• Day shift
• Monday to Friday
• Weekend availability

Experience:

• Mortgage Broker: 1 year (preferred)

Licence/Certification:

• CeMap (required)

Work Location: In person

Reference ID: HH Mortgage Centre
Expected start date: 02/06/2025