Our client specialise in providing financial services to their clients across the UK but mainly in the Mid/east Cornwall area. They require additional mortgage consultants / advisers with CAS (Competent Adviser Status QCF minimum level 3) and have a proven track record of excellent customer service.
This is an employed position (it can be a self-employed home or office based). This role that would suit existing mortgage consultants / insurance advisers who want flexibility in their working hours, decent warm leads and to be rewarded for their hard work.
The candidate(s) will need to be an experienced Mortgage Broker already. The successful applicant(s) must hold level three or level 4 advice (or equivalent) with the PFS, the CII or similar governing body.
There are vacancies at their Par, Cornwall Office and their Looe, Cornwall Office. There is an existing bank of clients available together with requests for advice from their Estate and Lettings Agencies
Conducting pre-qualified appointments over the phone with clients
Completing fact finds to establish requirements
Presenting solutions to fit client's needs and budget
No cold calling, all leads are clients wanting an appointment
Self driven and motivated
Competitive and determined to succeed
Strong interpersonal skills
Experience in advising on protection such as Life Cover is essential
Hold a full UK driving license and their own transport as client home visits may be required
Tenacious and have a keen eye for detail