Mortgage & Protection Adviser - Trainee / Experienced

Strand Recruitment Ltd
OTE £60,000+
17 Feb 2018
27 Feb 2018
Contract Type
Full Time

We are looking for an experienced / trainee Mortgage Advisor to join our busy and highly successful team.

The position is as a self employed Advisor / Trainee Advisor although funding may be provided if required.

Realistic OTE of £60k + for an experienced advisor but earnings are uncapped.

You will be responsible for providing quality mortgage and protection advice to a range of clients, working in a consistent and compliant manner to FCA standards. You will deal with a range of enquiries with both existing and new clients ensuring you achieve sales targets by providing expert advice backed up by excellent customer service.


  • Candidates will be able to work remotely from home or base themselves from our office in Tamworth.
  • Full administration support.

What you’ll get from us

  • Lots of quality enquiries
  • Full initial & ongoing training, development and support
  • An excellent level of sales and post-sales support
  • Market leading software
  • Unbeatable market knowledge and exclusive mortgage deals not available elsewhere
  • Administration support, IT / sourcing tools.
  • Flexible, family focused working environment
  • Fun and positive working environment.
  • Training on our proven sales process
  • Genuine opportunity to earn in excess of £60k.

What we want from you

  • Motivation and drive to succeed in a sales environment
  • You will have excellent communication skills both written and verbal, with the ability to problem solve and work on your own initiative.
  • Desire to provide the highest standard of advice and service to our clients
  • The academic ability to pass challenging industry exams
  • Previous sales experience welcomed.

Principle Accountabilities

  • Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
  • To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company’s sales process.
  • To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards
  • To provide the service and care to the company’s customers such that builds relationships, trust and confidence and contains customer complaints.
  • To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
  • To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company’s T&C Scheme and all applicable rules issued in accordance with the networks rules.

To apply, please submit your CV via this website or contact Strand Recruitment.

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