Mortgage Life Advisor, Permanent Job, Isle of Man

Mid Senior Level

Job Description

We are seeking a dynamic and driven individual to join our client’s team as a Mortgage & Life Advisor. If you're passionate about financial services, thrive in a sales-oriented environment, and excel in client relations, this opportunity is tailor-made for you.

The Role…

Are you ready to take on a role that blends financial expertise with customer-focused service? As a Mortgage & Life Advisor, you will:

Work towards achieving sales and corporate governance targets
Provide expert advice to clients on financial status and repayment methods
Liaise with clients and stakeholders, ensuring a seamless application process
Evaluate and prepare mortgage and life insurance applications in line with Policies and Procedures
Maintain a portfolio, updating daily activity records and ensuring clients' best interests are prioritised
Undertake regular solicitation and issue documentation accurately and timely
Demonstrate a can-do attitude, supporting team members and embodying role model behaviour

About You…

To thrive in this role, you should:

Have proven experience as a Mortgage or Life Advisor
Hold a Certificate in Finance Services (Cert CII) or equivalent
Possess a CeMap or Certificate in Mortgage Advice qualification or equivalent
Exhibit excellent interpersonal skills and the ability to handle enquiries at all levels
Be self-motivated with strong organisational skills, capable of working to tight deadlines
Demonstrate proficiency in ICT skills, including Microsoft Office and various databases

The Reward…

Our client believes in recognising and rewarding talent. As a Mortgage & Life Advisor, you can expect:

Competitive salary and commission structure
Ongoing training and development opportunities
A collaborative and supportive team environment
Career advancement possibilities within a growing organisation


More jobs like this