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Mortgage & Protection Advisor

Job Posted: 19 hours ago

Salary: £ 2,000 - 4,000 /
Job Type: Permanent
Location: Treorchy, Rhondda Cynon Taf

Expire in: a month

Job Description

Are you ready to become self-employed?

Do you hold a minimum of 2 years as a Mortgage & Protection Adviser?

Is a hybrid role something you are seeking?

Would you like a company to pay you a retainer fee to help achieve all of this to get you up and running?

Keep reading..

Job Overview

As a Mortgage & Protection Adviser, you will play a vital role in guiding clients through the complex world of mortgage options and protection plans. Your enthusiasm and expertise will help clients secure their financial futures by providing tailored advice on home financing and insurance solutions. This position offers an exciting opportunity to build meaningful relationships, deliver exceptional service, and make a positive impact on clients’ lives. You will work closely with clients to understand their needs, explain available products clearly, and assist them in making informed decisions that align with their goals.

Duties

  * Assess clients’ financial situations and identify suitable mortgage options and protection products

  * Provide clear, detailed advice on mortgage types, interest rates, repayment plans, and insurance coverage

  * Guide clients through the application process, ensuring all documentation is accurate and complete

  * Stay updated on industry regulations, lender criteria, and product offerings to deliver current advice

  * Build strong relationships with clients by understanding their long-term financial objectives

  * Conduct face-to-face or virtual consultations to explain complex financial concepts in an accessible way

  * Maintain comprehensive records of client interactions and advice provided to ensure compliance and follow-up

Experience

  * Previous experience working within the financial services sector, particularly in mortgage or insurance advice

  * Strong understanding of mortgage products, protection plans, and related regulations

  * Basic math skills for calculating loan options, interest rates, and affordability assessments

  * Excellent communication skills with the ability to explain technical information clearly and confidently

  * Demonstrated ability to build rapport with clients and deliver exceptional customer service

  * Knowledge of industry compliance standards and best practices in financial advising

Join us as a Mortgage & Protection Adviser and become a trusted partner in helping clients achieve their homeownership dreams while safeguarding their futures

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Mortgage & Protection Advisor job near me in Treorchy, Rhondda Cynon Taf! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!