Mortgage Advisor

Clark James Ltd

Woking, Surrey - Show Location

Excellent basic and commission

Full-Time / Permanent

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Job Information

Clark James Recruitment are currently working with a highly prestigious banking group to recruit a professional and forward thinking Mortgage Advisors into their branch network.


The successful candidate will work alongside the branch team to identify potential leads and maximise sales within Mortgage and Protection.
Meet customers’ needs for Mortgage, Life Protection and General Insurance products, helpingcustomers achieve a mortgage package that is fully tailored to their individual needs.
Identify and meet customers’ wider protection needs and provide continuous service to ensure protectionproducts provided remain suitable for the customer.
Provide training/development of lead generators in the Mortgage arena.
Recognise the wider financial planning needs of individual customers and make referrals to other areasof the bank, where the customers’ wider needs can be met.
Proactively develop
Communicating confidently and professionally with customers and branch colleagues.
Seeking out and building on effective working relationships with key stakeholders within and outside ofthe immediate business area.
Spending time training branch employees to ensure they are all fully aware of all protection, mortgageand mortgage related products as well as coaching branch employees to generate quality appointments.
Remaining calm when faced with challenging or demanding situations.
Keeping up to date with all protection, mortgage and mortgage related products and any related financialissues, as well as with competitor products so that honest and fair comparisons can be made whenrequested.
Staying in touch with existing customers to ensure they are happy with their product and to maximise thechance of additional referrals.
Proactively managing financial and non-financial risks and promoting our clients balanced risk culture.
Delivering satisfactory compliance and quality measures.
Being self motivated and proactive in tracking sales targets and figures to ensure that all personal andteam sales targets in mortgages, life protection and general insurance products are achieved.


CeMAP or equivalent qualified
Full Driving License
Sales driven
Clean compliance record


This position offers an excellent basic salary, attractive benefits + bonus

Justin Preston

3 days ago



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This position is being advertised by a recruitment agency.

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