Job Description

Job Type

Full Time Employed, 35 Hours Monday-Friday

Salary

Salary + Commission

OTE 45,000+

About us

Mortgages with Hannie & Co is a small but fast growing business in Silsden. We are customer-centric, fast-paced, collaborative, and our goal is to provide unique and quality advice.

Our work environment includes:

Modern office setting Growth opportunities Casual work attire Relaxed atmosphere Company perks
This is a varied role in which you will have the opportunity to showcase your amazing customer service skills, liaising with clients, suppliers and third parties.

You will play a key role, supporting our clients and ensuring they are given expert mortgage and protection advice.

Effectively prioritising your own workload and will have the chance to further develop your advisory and technical skills in a busy office.

You will be appointment based, and have leads provided but the opportunity for additional earning opportunities from your own leads.

You will be discussing personal details, so the ability to be empathetic, build rapport and develop quality relationships is essential.

Additionally you will be provided admin support but will need to have the skillset to process files, submit applications, accurately record data, and ensure all file information is up to date, so you will be accustomed to working effectively while maintaining the highest standards of quality and accuracy.

In return you will be fulfilling a rewarding role, within a close-knit team; in a really positive and forward-thinking business.

You'll be learning from the best and will have an enormous sense of job satisfaction, delivering an outstanding service to clients.

The role is office based at 33 Kirkgate, Silsden Silsden, BD20 0AJ but we operate an element of flexible working, and working from home.

What's in it for you?

Training and development Collaborative, rewarding and fun environment Team Incentives Understanding of operations within a directly authorised mortgage & protection business. Full Admin Support Leads Provided with increased commission for own leads. Competitive salary with commission and bonuses. Flexible working Fee Free mortgage advice for you

A day in the life:

As a Mortgage & Protection Advisor, you'll play a pivotal role in providing top-notch mortgage and protection advice to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment.

You'll be an enthusiastic and driven individual, with high attention to detail and great people skills.

Your responsibilities will include:

Sourcing the best financial products based on the customer's individual needs and wants, mortgage and insurances. Completing sales calls with our customers, providing regulated advice, and making suitable recommendations on mortgages and insurances. Following up on leads and chasing for updates with back-office support so you can focus on advising. Maintaining high-performance standards and staying up to date with industry regulations. Achieving minimum targets with meticulous care and attention Upholding personal performance standards of excellence Staying abreast of evolving FCA requirements and industry changes Fulfilling CPD requirements to maintain professional competence Adhering to company compliance protocols, promptly addressing feedback, and implementing necessary actions Promoting best advice and setting a stellar example in customer care Championing the Mortgages with Hannie & Co brand and upholding best practices consistently.
This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.

Role requirements

Essential

CeMap or equivalent Proven experience of working successfully to sales targets Current or recent experience of an outbound call environment Ability to respond quickly to training and adapt to changes within the industry Proven experience in outbound sales, objection handling Able to carry out processes in a compliant manner Able to demonstrate achievements against a wide range of competencies Strong IT skills including the use of the full Microsoft package Experience of working successfully in a team and also individually

Desirable

Current or recent experience in mortgages or finance Experience of broking/lending in the protection market Experience of using bespoke software Experience in a busy sales environment
Job Types: Full-time 35 Hours, Permanent

Pay: From 24,000.00 per year dependant on experience

Additional pay:

Bonus scheme Commission pay Performance bonus
Benefits:

Holidays + Bank Holidays Casual dress Company events Salary Sacrifice Pension Flexible Working Work from home
Schedule:

Monday to Friday 35 Hours
Work Location: In person

Job Types: Full-time, Permanent

Pay: From 24,000.00 per year

Benefits:

Additional leave Casual dress Company events Company pension Employee discount Financial planning services Flexitime Work from home
Application question(s):

Will you be able to reliably commute to 33 Kirkgate, Silsden, West Yorkshire, BD20 0AJ?
Experience:

financial: 1 year (preferred)
Licence/Certification:

CeMap or equivalent (required)
Work Location: In person