Mortgage and Protection Advisers – Chelmsford, Essex

Role Available: Employed, Self-Employed and Trainee Advisers

Salary: Dependant on Experience £15,000 – £25,000. Qualified OTE £100,000 (uncapped commission) Location: Chelmsford, Essex
Working Hours : Full Time – 40 hours
Active Mortgage specialise in arranging mortgage for business owners without them being distracted from their business.

We require mortgage and protection advisers to join our very successful, dynamic and energetic team. We have a vibrant, fast-paced office environment and dynamic culture which means we have fun whilst remaining extremely focused on delivering an outstanding service, building great relationships and hitting targets.

The Role
As an adviser you will be responsible for giving independent mortgage and protection advice to clients.  We believe great advice and

offering a great service will create outstanding sales. We build long term relationships with their clients and in return, it leads to a great deal of referrals from all over the UK which means we operate predominately as a telephone based

business, so you will be expected to operate within all regulatory guidelines against agreed targets.

Your week to week will consist of the following

  • Initial conversations with clients who have enquired about mortgages
  • Fact finding over the phone with clients
  • Research, due-diligence, advice and recommendation
  • Submitting agreement in principals
  • Submitting formal mortgage applications
  • Managing the company CRM
  • Speaking with Mortgage lenders
  • Looking at up-selling protection and general insurance

Experience and Qualifications

  • Trainee advisers must have some office experience and a basic knowledge of mortgages.
  • Qualified advisers must have experience and a proven record from within the financial services industry.
    • You will be required to hold the following qualifications to advise in the following areas – CeMAP 1,2 & 3 or CF1 & CF6 to advise on mortgages.
  • Great communication skills and telephone manners.

The Benefits

  • Uncapped earnings
  • Flexible working hours (for those looking to be self-employed)
  • Personal Development
  • Admin Support
  • Progression opportunities
  • Free weekends (Employed is Monday to Friday)
  • Quarterly social events as a team

If you are ambitious and hungry looking for your next big opportunity and want to be part of a company that believe heavily in progression and investment of training and development, look no further and apply here now.

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