Job Description

Mortgage and Protection Adviser responsibilities: 

• No Cold Calling required, you will be provided with pre-qualified appointments scheduled throughout your working week.
• Arrange mortgage and related insurance protection products on behalf of The New Homes Group customers.
• Ensure all appointments are followed up and managed in a timely manner.
• Undertaking both face-to-face and telephone fact-finds as required.
• Diligent and focused on providing the highest level of mortgage advice and customer service to our housebuilder clients.
• Following the mortgage sales process, ensuring full compliance at all times.
• To meet and maintain compliance with all competency guidelines.
• Focused on agreed sales targets and key performance indicators.
• Visit and maintain relationships with introducers.
• Ensure that all documentation is current and up to date and that requirements of the Training & Competency Scheme are met.
• Ensure current regulation guidelines including, Money Laundering and GDPR requirements are adhered to.
• Smart and well presented at all times, portraying a professional image.
• Outgoing, ambitious and self-motivated, with the ability to thrive in a pressurised environment.

Promotional Tiers**

• Basic salary uplifted by up to 37.5%
• Personal and family healthcare
• Uplift in your employers pension contributions
• Uplift in your personal travel allowance
• Uplift in your commission rate payments

Benefits

• £5K PA travel allowance plus business mileage fuel reimbursed.
• Quarterly bonus achievable, against a range of performance based KPIs.*
• Outstanding commission earnings. (Our top performers earn in excess of £70K PA.)
• All signups are provided via fully qualified pre booked appointments.
• Extensive training and induction, with outstanding ongoing support coupled with career development and progression.
• 33 days paid holiday including bank holidays, plus get your birthday off each year.*
• Full case progression and admin support provided, freeing you up to spend time with your customers.
• A flexible approach to working hours*.
• Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business.
• Contributory workplace pension, plus death in service cover*.
• Generous staff referral bonus scheme*.
• Home support package includes an allowance towards your broadband cost plus a laptop, smart phone, printer, scanner and full IT support
• Free Blue-Crest prevention plus health screening
• 24 hour, 7 days a week emotional wellbeing helpline available 

Required Knowledge, Skills, and Abilities

Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Minimum of 18 Months demonstrable customer facing mortgage sales experience, with full CeMAP mortgage qualification or equivalent. Experience of Financial Services sales and an understanding of compliance regulations. Highly competent Microsoft Office user, including Excel, Word and Outlook. Full driving license and use of own car. (£5K allowance provided)  Home office space to work from.