Mortgage and Protection Advisor

What you'll do

• Advise first-time buyers, movers, remortgage clients and landlords on mortgages and protection
  
  


• Own your cases from first conversation to completion, keeping clients in the loop
  
  


• Work with lenders, insurers, solicitors and estate agents to keep things moving
  
  


• Build local referral relationships and help grow your own pipeline
  
  


• Keep your files compliant and your knowledge up to date
  
  

Requirements

• CAS - Competent Advisor Status
  
  


• Protection advice experience 
  
  


• Experience within an appointed-representative or network environment
  
  


• Experience of working within an established introducer network or track record of building referral relationships
  
  


• Current / Previous experience with marketing, events and social media 
  
  
  
  

Benefits