Mortgage and Protection Adviser

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2019-07-04 13:19:571970-01-01 Coast Specialist Recruitment
Job Type Permanent full-timePermanent part-time
Area London, UK
Sector FINANCIAL SERVICES - Mortgage Advisor
Salary £30,000 - £70,000
Start Date
Advertiser Karen Halliday
Job Ref keh-12926
Job Views 216

Mortgage and Protection Adviser

  • Based in South West London.
  • Realistic O.T.E £65,000 - £70,000 per annum for first year.

The Role

  • A fantastic opportunity has arisen for a Mortgage and Protection Advisor within a leading Financial Services Company in South West London.
  • My client is an established business providing independent financial advice to clients & their families.
  • The company has in excess of 5000 existing clients with a further 40 plus new client appointments.
  • Due to their continued success and further growth my client are seeking an ambitious, forward thinking, professional and diligent Mortgage and Protection Adviser to join the business.


  • The purpose of the role is to provide Mortgage advice and non-regulated life/protection policies for new and existing clients.

Person Specification

  • Previous Mortgage Advising experience is essential.
  • Proven sales experience.
  • Able to service existing clients (all leads provided).
  • Have good all round technical knowledge.
  • Good working knowledge of compliance requirements.
  • Fully CeMAP or equivalent qualified.

Key Responsibilities

  • Provide advice and arrange mortgages and non-regulated life/protection policies to new and existing clients.
  • You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.
  • You will need to gather information about client’s financial circumstances to enable appropriate advice to be given.
  • Maintain client relationships and be customer focused.
  • Be proactive and enthusiastic in your approach.
  • Adhere to working practice of a compliant environment.
  • Meeting clients in appointments.
  • Achieving business targets.
  • Liaising with estate agency colleagues to provide feedback on success of appointments and progress of clients in tracking.
  • Tracking clients following completion of appointments.
  • Working closely with our Financial Administrator’s.


In return my client offer the following:

  • Realistic O.T.E of £65,000 - £70,000 per annum in year 1.
  • Annual basic salary increase up to £45,000 subject to performance.
  • Excellent levels of commission - uncapped.
  • Company Pension Scheme.
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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