Mortgage & Protection Adviser (Crawley)

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An exciting opportunity has arisen for Mortgage & Protection Adviser based in Crawley.

To succeed in this role, you will be delivering a customer-obsessed service to a wide range of customers and supporting our introducer with a fantastic team ethic.

You will be offering advice from the whole of market from our panel of over 100 lenders and 15 insurance providers. Quality of advice is critical to delivering the right customer outcome and you will be required to take each client through a fact-finding and needs analysis journey. Along the way, you would have collected the soft facts required to create a winning solution before presenting and closing the sale. After spending time with you, your clients will appreciate you fully protecting their mortgage by offering Income Protection, Critical Illness Cover, Life Cover and Buildings and Contents Insurance.

Naturally, you can expect all of the best tools to perform this role and the Finance Planning Group are at the front of the queue when it comes to FinTech. With the number of enquiries you will be managing, you will benefit from a CRM system that works for you and not the other way round. A criteria tool that helps you identify the right solution before sourcing online.

What we need from you:

  • At least 12 month’s whole of market mortgage placement experience
  • Full CeMAP or equivalent qualification
  • To have achieved CAS (Competent Adviser Status) in a previous role
  • To have no lender/provider/insurer panel exclusions which prohibit a whole of market approach
  • Ability to work independently

What you will get from us:

  • 40k OTE uncapped
  • Pension
  • Health Insurance
  • 20 days paid holiday

You will receive full training and support in order to help you excel within this role.

Interested? We would love to hear from you to discuss further. We appreciate that you may prefer to have an initial chat before submitting a formal application, if this is the case, leave your name and number and we will call you.

All interest in this position are treated with the strictest of confidence and handled at company director level.


We are no longer accepting applications for this ad.

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