Mortgage & Protection Adviser (Bath)

Are you interested in joining an award winning company with plenty of opportunities for personal development and lots of fun along the way? Find out a bit more about what we do and the vacancies we currently have.


Purpose of the role:

To generate a consistently high level of quality activity from L&C leads, to achieve agreed performance targets and meet the mortgage, protection and investment needs of our clients.


Reports to:

Team Manager


Principle Accountabilities:

Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.

To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the companys sales process.

To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the company's agreed performance standards.

To fully and properly document the call(s) so as to achieve or exceed the companys performance standards for case acceptance rates.

To provide the service and care to the companys customers such that builds relationships, trust and confidence and contains customer complaints.

To follow up existing clients of the company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.

To complete all required administration in a timely and accurate manner and operate at all times in accordance with the companys T&C Scheme and all applicable rules issued in accordance with MCOB.

To work towards Mortgage & Protection Adviser status by achieving required monitored calls (as stated in T&C scheme) and obtaining full CeMAP (CeMAP 1,2 & 3).

To undertake any other tasks as required from time to time, including administrative or sales related duties.



Minimum Skill List

Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts.

Good working knowledge of IT systems relevant to job role.

Excellent product/industry knowledge.

Adhere to company standards and procedures at all times.

Prioritise effectively.

Meet deadlines and ensure work is regularly error free.

Confidently make effective decisions within scope of job role.

Actively participate and co-operate with others.

Build effective relationships and contribute to team spirit.

Negotiate effectively with colleagues and outside agencies.

Actively seek opportunities for self development.

Provide some coaching/support to team members.

Have passed Stage 1 T&C training.


This position isn't currently open for applications.