Mortgage and Protection Advisor

Location: Morningside Road, Edinburgh


We are excited to announce the upcoming opening of our new branch in the heart of Edinburgh South in Spring 2025. This office will offer a comprehensive range of services, including Sales, Lettings, and Financial Services. As we prepare to launch, we are seeking an experienced Mortgage and Protection Advisor to join our team and contribute to our continued growth.
 
The successful candidate will provide mortgage and protection solutions, along with holistic financial planning, to meet the needs of our clients.


You’ll already be an established Mortgage and Protection Advisor (CMAP qualified or equivalent). 

In addition to technical expertise and a strong understanding of regulatory and compliance procedures, we are looking for someone with a proactive approach to business development and lead generation. You will be expected to actively build and maintain relationships, creating opportunities for growth and expanding our client base. A customer-focused mindset, along with strong collaboration, communication, problem-solving, and planning skills, will be essential. With a positive, self-motivated attitude, you'll strive to exceed targets and deliver exceptional service at every opportunity.Delivering exceptional service

• Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience.
• Responsible for meeting and exceeding your personal targets and contributing proactively to the team targets
• Actively promoting and building the business through prospecting/contacting potential clients in accordance with the firm’s business plan, and developing and identifying new business opportunities
• Undertaking sufficient product and market research to make suitable recommendations to our clients and offer a great client experience
• Reporting and keeping in regular contact with clients by maintaining a robust follow-up of all financial sales opportunities
• Being proactive in identifying and dealing with any issues raised by clients to ensure an exceptional service experience
• Trained to an expert standard on sales database (CRM) and proactively uses the database functionality by recording accurate and detailed customer information.
• Generating positive customer reviews (Google Reviews etc.)
• Attaining and maintaining required levels of competence as required by the firm (CAS)
• Taking a proactive approach to continuous personal development, keeping up to date with changing legislation, actively seeking opportunities to develop skills and capabilities required for the role

 
Compliance & Administration

• Understanding regulatory compliance requirements and responsible for ensuring all required documentation is received and processed to meet regulatory requirements:
• Conducting business with integrity, due skill care and diligence, retaining accountability for advice quality.
• Responding promptly to compliance feedback
• Ensuring all customers are treated fairly with clear and suitable advice. A duty of care is demonstrated to vulnerable customers and reasonable measures are taken to evidence understanding of information given.
• Awareness of Anti Money Laundering Regulations and financial crime issues relating high risk countries or countries linked to terrorism
• Responsible for ensuring the accuracy of data input by yourself into CRM

Essential

• CMAP Qualified or equivalent
• Whole of-market mortgage and protection experience
• Detailed knowledge and understanding of compliance procedures including record keeping requirements.
• Proven ability to deliver exceptional standards of customer service
• Proven ability to deliver financial targets and KPIs
• Proficient in the use of IT systems including MS Teams, Word, Excel & Outlook

Desirable

• Knowledge of the Edinburgh Southside housing market
• Full UK Driving Licence
• Prior experience of Customer Record Management (CRM) or a comparable database