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Mortgage Adviser - City, Manchester, United Kingdom, M1


Mortage Adviser Vacancy. Home based. Leads provided + appointments booked in for you. Starting salary £23,000 rising to £35,000 which can be achieved in year 1 and is based on the Mortgages you sell. Uncapped earning potential. Top earners writes 200k from approx. 12-15 1st appointments given to them, their average advisers write 100k and take home 50k off the same number of 1st appointments.

Role and responsibilities;

  • Mortgage/Protection licensed
  • Advisers to be actively managed
  • The ability to explain complex information clearly and simply
  • Excellent customer service skills
  • Honest and trustworthy attitude
  • An interest in legal and financial matters
  • Good Mathematical and computer skills
  • Respect for confidential information
  • 15 appointments per month (usually Mortgage & Protection lead) from existing clients, purchased leads or principle clients
  • Stationery (business cards, Letterheads, client folders)
  • Client packs (containing branded regulatory documents, firm proposition documents)
  • Administrative support in processing business and chasing providers/clients/GPs
  • Telemarketing support
  • Paraplanning support
  • Compliance and T&C
  • Commissions chasing and payment monthly to RI account

o 4 First Client appointments per week (3 provided , 1 via self generation/referral)

o 2/3 client sales presentations per week

o Daily contact with to review activity/production

  • Thorough fact-finding to identify all areas of business opportunities in GI, Mortgage & Protection, Financial Planning
  • Focus on client generation via referrals