We currently have an exciting opportunity for an experienced Mortgage & Protection Adviser to join our team. This position is perfect for someone who excels at working both collaboratively in a dynamic team environment and independently with initiative. We are seeking an individual who takes pride in their work, thrives in self‑directed roles, and approaches the business with the dedication and care as if it were their own.
The Role:
- Full time; based on the Holywood Road, Belfast.
- Hours; 40 hours per week
- Salary – 30k basic plus uncapped monthly bonus
Key Responsibilities:
- Client Relationships: Build and maintain strong relationships, always putting client needs first.
- Generate New Business: Network and use personal connections to bring in new clients.
- Estate Agent Collaboration: Manage day‑to‑day interactions with Estate Agent leads.
- System Improvement: Help refine and improve internal processes to support business growth.
- Admin Expertise: Handle administrative tasks confidently using our various platforms and software.
- Sales Achievement: Meet or exceed sales targets by managing your pipeline, identifying opportunities, and delivering tailored solutions.
- Team Collaboration: Support a positive team environment by sharing knowledge, helping colleagues, and working together toward common goals.
- Social Media Engagement: Use platforms like Facebook and LinkedIn for business development and client engagement.
- Attention to Detail: Provide excellent service with high standards of professionalism, grammar, and accuracy.
- Commitment to Success: Work flexible hours to meet goals and ensure success.
Key Skills and Attributes:
- Proven Experience: Demonstrated success as a Mortgage Adviser with a strong track record.
- Self‑Motivation: Able to work independently, treating the role like your own business.
- Client‑Focused: Passionate about delivering exceptional service and putting clients first.
- Organised and Detail‑Oriented: Excellent organisational skills with great attention to detail.
- Tech‑Savvy: Confident in using IT tools such as Microsoft PowerPoint and CRM systems.
- Strong Communicator: Excellent verbal and written communication skills.
- Continuous Improvement: Always looking to improve and streamline business processes.
- Professional Demeanour: Respectable, trustworthy, and aligned with our company values.
Requirements:
- Minimum of 1 year experience working as a Mortgage & Protection Adviser.
- Applications will only be considered from fully CeMAP, MAQ or CF1 and CF6 qualified individuals.
- Have exceptional customer service skills and presentation.
- Experienced in offering advice on all aspects of residential mortgages and the associated protection products, including Life Insurance, Critical Illness, Income Protection, Buildings & Contents Insurance.
What We Offer:
- A supportive, forward‑thinking environment with opportunities to influence business operations.
- Competitive remuneration package, including bonuses, private medical insurance, 25+ days annual leave
- The autonomy to grow your client base and make a real impact.
To apply, please submit your CV and a cover letter detailing your experience and vision for this role to recruitment@navigatemortgages.co.uk
