Mortgage and Protection Advisor

Posted 18 March 2024
Salary £28k-£32k basic OTE £70K +
Job type Permanent
Discipline Financial Services
Contact NameKara Elizabeth Jones

Job description

Employed Mortgage and Protection Advisor 
Location: West Yorkshire - Various branches 
Are you a highly motivated individual with a passion for providing exceptional financial guidance?
My client is looking for you to join their dynamic team and embark on an exciting journey where your expertise will shape the financial futures of our valued clients.
  • basic salary ranging from £28,000 to £34,000 per annum,
  • 20% commission split
  • Leads provided by in house EA team who are paid per seen appointment
  • Fantastic bonus scheme 
 Enjoy a flexible work arrangement with 2/3 days in the office.
Key Responsibilities:
- Build and nurture a robust pipeline of prospective clients through proactive lead generation and strategic networking.
- Conduct thorough needs assessments, actively listening to clients' goals and concerns to provide personalised recommendations.
- Expertly navigate the ever-evolving landscape of mortgage, protection, and insurance products, staying ahead of industry trends and regulatory changes.
- Deliver exceptional customer service, treating clients with utmost professionalism, empathy, and a commitment to their best interests.
- Collaborate with cross-functional teams to streamline processes and enhance the overall client experience.
Qualifications and Requirements:
- Minimum of 2 years of proven experience in the mortgage and protection industry, with a track record of successful sales and client satisfaction.
- Extensive knowledge of mortgage products, life insurance, and general insurance offerings, backed by relevant certifications or qualifications.
- Exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients from diverse backgrounds.
- Strong organisational and time-management abilities, enabling you to thrive in a fast-paced and dynamic environment.
- Commitment to continuous professional development, embracing industry changes and self-improvement opportunities.
- Valid driver's licence and access to reliable transportation for client visits.
How to Apply:
Contact Details: If you are interested in this role as a Employed Mortgage and Protection Advisor please send your CV to or call me on 07427169216
Please Note: Rayner Personnel – Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search. We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future.