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Mortgage and Protection Advisor - Home Based
Title: Mortgage and Protection Advisor - Home Based
Category: Accounting & Finance
Job type: Permanent
Job status: Full Time
Salary: £30,000.00
Salary per: annum
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I am currently recruiting for my client who are the UK's leading new homes specialist. Due to growth of the business they are looking for a Home-Based Mortgage and Protection Adviser in the Croydon area.


* No Cold Calling required, you will be provided with prequalified appointments scheduled throughout your working week.

* Arrange mortgage and mortgage related products on behalf of The New Homes Group customers.

* Ensure all appointments are followed up and managed in a timely manner.

* Undertaking both face-to-face and telephone fact-finds as required.

* Diligent and focused on providing the highest level of mortgage advice to our Housebuilder clients.

* Diligent and focused on providing the highest level of service to our House Builder clients

* Following the mortgage sales process, ensuring full compliance at all times.

* To meet and maintain compliance with all competency guidelines.

* Focused on agreed sales targets and key performance indicators.

* Visit and maintain relationships with Introducers.

* Ensure that all documentation is current and up to date.

* Ensure that requirements of the Training & Competency Scheme are met.

* Keep up to date with products changes and regulatory requirements.

* Ensure that all current regulation guidelines are met.

* Ensure Money Laundering Guidelines are adhered to.

* Ensure the requirements of GDPR are met.

* Ad hoc duties as and when required by the Sales Director or Senior Management Team.

* Smart and well presented at all times, portraying a professional image.

* Outgoing, Ambitious and self-motivated.

* The ability to thrive in a pressurised environment.


* Excellent inter-personal and presentation skills, with outstanding Communication and listening skills, with the ability to explain complex information in a clear and simple format.

* Minimum, of 2 years demonstrable mortgage sales experience.

* Full CeMAP mortgage qualification or equivalent.

* Experience of Financial Services sales and an understanding of compliance regulations.

* Highly competent Microsoft Office user, including Excel, Word and Outlook.

* Full driving licence.


* Guaranteed Salary of £55,000 for two years + £5,000 car allowance or BMW Company Car!

* Quarterly Bonus achievable, against a range of performance based KPI'S.

* Outstanding Commission Earnings. (Top performers earn in excess of £70K PA)

* Extensive Induction coupled with an ongoing training, support and development program.

* Outstanding career progression opportunities.

* 33 Days Paid Holiday, (25 Days Holiday plus 8 Bank Holidays.)

* A flexible approach to working hours.

* Unrivalled opportunities for progression, promotion and personal development in an expanding business.

* Perk box Group discounts and employee benefits Scheme.

* Contributory workplace pension.

* Generous Staff referral bonus scheme.

* Laptop, Smart Phone, printer, scanner and full IT support provided with Home Broadband support package


To please send your CV for immediate consideration.

Good Luck!

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