Mortgage and Protection Manager
You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers The role is expected to deliver a customer driven, sales focused, high quality service by identifying customer needs for Mortgage, Life Protection and General Insurance products. Successful applicant is responsible for planning, implementing and achieving targets in relation to sales performance, quality service and sales activity.
Successful applicant must be Fully CeMAP qualified or MAQ qualified. In addition, it is desirable if you have passed the CII RO1 (Financial Services, Regulations and Ethics) module.
The role will include
· Meeting clients and completing a mortgage fact find
· Offering the client professional advice
· Packaging a tailored deal for the client that meets their lending needs
· Making sure the client is fully protected and discussing various protection options as part of the package
· Managing completed deals to ensure customer satisfaction and future goodwill
Successful candidate must be fully CeMAP Qualified and a minimum of 1-year experience as a Mortgage Advisor.
Please apply now or contact Sam Bibby by phone.
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