Mortgage and Protection Advisor

Join to apply for the Mortgage and Protection Advisor role at Stonebridge Group

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Join to apply for the Mortgage and Protection Advisor role at Stonebridge Group

We are looking for a Mortgage and Protection Advisor to join us on a full-time, permanent basis, hybrid working ideally at least one day in the Basildon office per week. In return, you will receive a salary of up to £28,000 per annum plus additional monthly commission. Typical annual OTE £40,000 however, high performers annual OTE can be up to £50,000.

About Us

A subsidiary of Stonebridge Mortgage Solutions Ltd, MoneyQuest is part of one of the leading mortgage and protection Networks in the UK with a professional community of over 1,000 mortgage advisors. We are passionate about what we do, our people matter, their opinions, insights and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.

Our benefits

• Great company culture
• 2 days off per annum for charity / community volunteering
• 2 half days paid leave for \’me time\’ to support mental and physical wellbeing
• 1 day paid leave for \’team time\’ joining your team in a volunteering / community service activity
• Full programme of employee engagement activities
• Company reward and recognition schemes
• Discounts off online and high street shopping through our employee benefits platform
• Company sick pay
• Option to buy / sell up to 5 additional days annual leave
• Gym Subsidy
• Bike to work scheme
• Pension
• Employee Assistance Programme
• £500 employee referral scheme
• Death in service insurance cover
• Critical illness insurance cover

The role

The Mortgage and Protection Advisor deals directly with customers, to provide them with mortgage products and insurance policies. They must gather sufficient information to enable them to fully understand the customers financial circumstances, identify their preferences and financial objectives.

This ensures that any recommendations are the most suitable, best-value options. Each must be a good fit for the individuals customer and meet all regulatory requirements and expectations based on Stonebridge standards.

In addition, the Mortgage and Protection Advisor must ensure that the business generated reflects the objectives of the company to meet their business goals. As well as providing excellent customer service to the end consumer, the Mortgage and Protection Advisor must establish and maintain relationships with key Introducers who are vital to ensure the ongoing channel of new potential customers to the business.

The role includes proactive, self-driven generation of sales opportunities, as well as maximising existing leads, by phone and email contact.

The role also includes responsibility for ensuring all team-specific spreadsheets are updated with financial data, as well as information drawn from Revolution.

Key responsibilities

• Achieve target sales by converting new client enquiries
• Book and complete new appointments with clients
• Identify/recommend mortgage products & insurance policies that meet client objectives
• Recommend mortgage products & insurance policies that meet MQ business objectives
• Build relationships with key Introducers
• Deliver exceptional service to clients, reflected in positive feedback
• Proactively drive new lead referrals
• Achieve target of securing an offer within 2-4 weeks, working with Admin team
• Deliver compliantly completed cases, meeting all regulatory & standard requirements
• Maintain and grow competence across mortgage and insurance markets and products

Requirements

• CeMAP qualification (or equivalent) is essential
• Experience as a mortgage advisor is ideal
• Understanding of the Mortgage Market
• Excellent communication skills
• Strong influencing skills

How to apply

Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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