Mortage and Protection Advisor

Page Group
£24,000 per annum
09 Sep 2017
09 Oct 2017
Contract Type
Full Time

This is an exciting opportunity for qualified Mortgage advisors to join an expanding business based in Birmingham.

Client Details

My client was established in 1964 and over the years has become recognised for its success and professionalism - not only by thousands of satisfied sellers and buyers, but also within the property, mortgage and conveyancing industries. With 8 branches throughout Shropshire, Staffordshire and the West Midlands.


The key responsibilities of the role involve:

  • Effectively manage and prioritise your own clients from pre-qualified leads which have been provided to you
  • Ensure that they receive the best mortgage and protection option for them by searching our panel of over 90 UK lenders and providers
  • Ensuring that the mortgage application process continuously adheres to the Financial Services Authority guidelines
  • Liaise effectively with the lead providers to ensure smooth transitions and a fantastic customer journey from beginning to end of the process
  • Problem solve based on information received and anticipate next steps wherever possible
  • Check documentation received from clients for completeness and accuracy and upload to in-house case file
  • Acquire and maintain knowledge of lenders' specific procedures and requirements
  • Work closely alongside the Sales Managers to ensure optimal effectiveness of existing processes
  • Support the team of Customer Service Advisors with on-going cases which have been submitted
  • Maintain a diary management system to ensure all clients are seen and dealt with promptly
  • Keep clear and accurate records of customer interactions and transactions


The successful candidate must have the following:

  • Must have Cemap 1, 2 and 3 qualifications
  • Previous estate agent knowledge would be advantageous
  • Essential to have prior experience working with a high number of lenders
  • To be able to work to targets whilst working under pressure
  • Ability to prioritise personal workload and effectively manage personal diary
  • Ability to change and adapt to challenging situations using initiative
  • Attention to detail and accuracy

Job Offer

This is a permanent role that includes being based in a branch when needed and travelling to different location.

The basic salary is paying £24,000 with realistic OTE of £40,000 - £45,000

  • Location: Shrewsbury Business Park - Telephony Role
  • Location: Covering one of the 8 branches - Face to Face (Shrewsbury, Telford, Wellington, Oakengates, Shifnal, Wolverhampton, Stafford and Cannock

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