Senior Mortgage & Protection Advisor

Job Details

Permanent
Bristol, South West, United Kingdom
Shift F5 Limited
Salary : £45000 - £55000 Annually
29.04.2024
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Full Job Description

Senior Mortgage Advisor


We are looking for experienced senior mortgage advisers to join our team. You will be dealing mainly with high-value clients and larger mortgages (our average mortgage is 450,000). This is a hybrid role working 3 days in the office and up to 2 days from home.


What you should expect to earn:


Basic salary - 45,000.

Year 1: In the first 12 months we would expect your net earnings to be between 55k to 65k.
Year 2: At the end of the 2nd year, we would expect your net earnings to be between 65k and 75k.
Year 3: By the end of year 3 you should be expecting to be earning 80k+ net


Role overview

  • Focused on some of the most valuable new enquiries received into the business, you will be responsible for providing excellent mortgage & protection advice and service to your clients.
  • You will be part of developing a strong working broker team with excellent working standards and practice.
  • Each day 3 to 4 appointments are booked into your diary by our internal marketing & contact team. You will receive client relationship and administrative support for your clients.
  • Role and Responsibilities
  • Give an excellent mortgage & protection advice experience to all clients.
  • Be part of a team where there is a culture of sharing knowledge and celebrating success.
  • Ad hoc meetings with directors to discuss progress and ongoing opportunities.


Key Skills Required

  • Excellent communication skills particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients.
  • Excellent client service standards
  • First class planning and organisational skills.
  • Strong time management skills
  • Excellent product knowledge and quick to learn about new products and services.


Qualifications & Experience.

Required

  • Minimum of 3 years mortgage advice experience.
  • Previous self-employed experience an advantage.
  • A proven and successful record in mortgage & protection sales.
  • Used to working effectively under pressure and to financial targets.
  • Experience in dealing with HNW clients, and complex income scenarios an advantage.
  • Experience working with expats and foreign nationals an advantage.
  • Experience in offering and delivering excellent client service standards.
  • Personal qualities
  • Natural rapport builder
  • Ability to work well under pressure.
  • Dedicated, focused.
  • Team player
  • Able to think independently and creatively.
  • Drive and enthusiasm.
  • Accuracy and an eye for detail
  • Self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast paced, supportive company.


Package

  • Hours: 9.00am to 5.30pm, Monday to Friday
  • Holiday: 22 days (plus statutory), increasing to 25 days after 3 full years' service
  • Basic salary: 45k pa
  • OTE: Year 1 55k+, Year2 65k+, Year 3 80k+
  • Company pension scheme: in line with auto-enrolment
  • Job Type: Full-time

Benefits

  • Company events
  • Company pension
  • On-site parking
  • Work from home.
  • Schedule:
  • Monday to Friday
  • Supplemental pay types:
  • Commission.

For more information about Shift F5 and the opportunities we have to offer follow us on Twitter @F5_Jobs

Shift F5 Ltd is acting as an Employment Agency in relation to this vacancy.