Mortgage & Protection Advisor

An experienced, CeMAP qualified Mortgage and Protection Advisor is required to join a successful estate agency business in the Woking area, providing expert mortgage advice and helping clients find suitable financial solutions when buying their next home. Worth Recruiting
- Property Industry Recruitment Vacancy:
Mortgage and Protection Advisor Sector:
Financial Services

Location:

Woking, GU21 Salary: OTE £70,000 per annum Position:
Permanent
- Full Time Reference: WR 98047 Working closely with the property sales and lettings teams, you will build relationships with clients, understand their individual needs and recommend appropriate mortgage and protection products, delivering a professional, supportive service throughout their property journey. Previous experience in the mortgages services industry is essential and candidate must be CeMAP (or equivalent) and CAS. What's in it for you (Benefits):
Competitive basic salary with commission and earning potential Opportunities to generate business through established estate agency relationships Access to a regular flow of property-related mortgage enquiries Supportive working environment with opportunities for professional development The chance to build long-term client relationships and grow your business The Company: A respected estate agency business with a strong presence across Surrey A customer-focused approach built around local knowledge and personal service A collaborative team environment connecting property sales with mortgage and protection advice What you'll be doing (Key Responsibilities) as a Mortgage and Protection Advisor:
Meeting clients to assess their mortgage requirements, financial circumstances and future plans Researching the mortgage market and recommending suitable products to meet individual client needs Advising on relevant protection products, including life insurance, critical illness cover and income protection Managing mortgage applications from initial enquiry through to completion, liaising with lenders, solicitors and estate agency colleagues Building strong relationships with buyers, vendors and internal teams to generate referrals and repeat business Maintaining accurate client records and ensuring all advice and recommendations meet regulatory and compliance requirements What our client is looking for (Skills & Experience):
CeMAP qualification or an equivalent recognised mortgage advice qualification Experience providing mortgage and protection advice in a customer-facing role Strong knowledge of mortgage products, lenders and the application process Understanding of protection products and the ability to explain their benefits clearly Excellent communication and interpersonal skills, with the ability to build trust and rapport A professional, organised approach with strong attention to detail Confidence working towards targets and developing new business opportunities A commitment to delivering compliant, customer-focused advice and maintaining high professional standards Is this the role for you?

Contact Worth Recruiting now! If you are interested in this Mortgage and Protection Advisor role, please contact the Property Recruitment Team at Worth Recruiting immediately, quoting job reference: WR 98047 . About Your Application:
Response Time:
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