You will be responsible for generating and maintaining client relationships while providing expert mortgage and protection advice. Additionally, you will maximize in-branch opportunities and manage your own pipeline to meet performance targets.
Responsible for the design, development, and delivery of training programmes to improve sales performance and customer experience. Ensures procedural compliance and legislative requirements are met through the maintenance of training manuals and documentation.
The role involves providing tailored mortgage advice based on client financial situations and accessing a wide range of mortgage products from various lenders. Responsibilities also include supporting clients through the entire application process and ensuring all documentation meets regulatory standards.
As a Self-Employed Mortgage Advisor, you will provide tailored mortgage advice and support clients through the mortgage application process. You will also manage your own business activities and maintain strong client relationships.
As a Mortgage and Protection Adviser, you will follow up on leads to convert them into sales and source leads proactively. You will recommend suitable products based on customer needs and assess affordability while achieving individual targets.
