Job Description

Job post summary

Date posted:

18 August 2025

Pay:

30,000.00-70,000.00 per year

Job description:

Role: Mortgage & Protection Adviser

Ready to be the face of My Mortgage Finder? As a Mortgage & Protection Adviser at My Mortgage Finder, you'll be the first point of contact when customers visit our business. Your role will involve engaging potential prospects and advising clients from start to finish in their mortgage journey. This is a vital step in building trust and driving forward the My Mortgage Finder brand.

At My Mortgage Finder, we hold ourselves to high standards of professionalism and pride ourselves on delivering outstanding service. Our core values--"Relentless commitment," "Exceed expectations," and "Always evolving"--guide how we interact with clients and approach our work.

As a Mortgage & Protection Adviser, you'll embody these values by being an exceptional communicator and building genuine rapport, ensuring every customer feels valued and understood.

During your time in the role, you'll handle a high volume of clients, focusing on offering outstanding mortgage and protection advice and excellent customer service, all while meeting and exceeding clearly set targets. You will take ownership of these clients, advising on mortgaging and protection to best suit the clients' needs, answering questions, and guiding them toward making informed decisions that set them on the path to homeownership with confidence.

After the initial training period, you will transition into a fully advised role. Your daily duties will include conducting initial consultations via Zoom, understanding clients' needs, conducting market research, and presenting tailored solutions to meet their goals.

For both phases of the role, you'll be expected to leverage your people skills, market knowledge, and daily training to meet and exceed your monthly KPIs. If you're driven to excel and make a significant impact, we're eager to see what you can bring to our team.

What we offer you:

Daily sales training from the best in the business A strong starting salary of up to 30k Uncapped commission with top performers earning 70k plus
Responsibilities:

Establish, develop, and maintain positive business and customer relationships Move all clients to the proper stage of the pipeline via CRM throughout the day Maintain a clear, up to date and accurate pipeline in our CRM Follow up diligently and consistently with clients Document all interactions with all clients in the "notes" section of CRM Clearly explain the benefits of working with us and how the client journey works Successfully achieve completion stage for clients Allow the Manager to shadow calls and give feedback Use both internal and external resources to maintain up-to-date knowledge of our products and industry Collaborate with the team to formulate ideas on how to best serve our clients Be mindful of any emerging patterns of negative feedback from clients and report to the Manager Collaborate with your team to ensure smooth transitions from touch point to touch point
Results:

All clients are properly moved in CRM and all details are documented Daily sales targets and KPIs are achieved All internal communication cycles are properly followed A can do and positive attitude is displayed at all times
Requirements:

CeMAP 1,2 and 3 qualified At least 2 years in service based sales or telesales experience Excellent communicator over the phone Open to learning new processes in sales Are routine driven Open to growing rapidly Self-sufficient and able to properly manage one's own time Well-organised and able to maintain a pipeline that can be observed and understood by the Sales Leader
Location:

Leeds, LS14 1AB

Compensation:

Guaranteed Base Salary up to 30k Un-capped commission OTEs 70k
Benefits

Free-onsite parking Company pension Casual dress Vibrant office environment Company events
Job Type: Full-time

Work Location: In person

Job Types: Full-time, Permanent

Pay: 30,000.00-70,000.00 per year

Benefits:

Casual dress Company pension Free parking
Application question(s):

Leeds LS14 1AB: Are you able to reliably commute, or plan to relocate before starting work Did you work for at least one of your last two employers for more than two years? Due to the large number of applications we receive for this position, we ask that you submit a supporting cover letter. Please confirm if you have attached this to your application? Are you CeMAP 1,2,3 qualified? How many years of financial services experience do you have? Are you authorised to work in the United Kingdom (required)
Work Location: In person