COMPANY DESCRIPTION

We are a growing company that prides itself on reputation and giving a bespoke service to our clients based on their individual needs. Since our inception six years ago, we have grown at a fast pace and are therefore expanding our team to continue to meet business needs.
This is an exciting opportunity to join the company as we continue to grow. Our Google reviews speak volumes about the number of happy clients we have, and it is of upmost importance to us that the right candidate for the job will only contribute to our positive client experience.

JOB DESCRIPTION

Mortgage & Protection Adviser based in Somerset & Exeter - Hybrid working offered

About the Role:

• Ascertain client’s needs to advise them on their mortgage and protection requirements.
• You will be involved in inbound and outbound calls and meetings with the flexibility to carry out a manner of either face to face, virtual or telephone appointments.
• Guiding clients through the buying process which may mean liaising with solicitors and estate agents.

EXPERIENCE:

• Mortgage Advising: 2 years (preferred)

• Ascertain client’s needs to advise them on their mortgage and protection requirements.
• You will be involved in inbound and outbound calls and meetings with the flexibility to carry out a manner of either face to face, virtual or telephone appointments.
• Guiding clients through the buying process which may mean liaising with solicitors and estate agents