- Respond to leads swiftly and within the set timeframe for each lead type and follow up until contact has been made within set intervals.
- Work and communicate with other members of the team to ensure that the accounts are covered, especially around holidays/time off.
- Nurture clients and keep in regular contact until they are able to proceed.
- Add all leads to the MBA Midas system, and ensure the lead tracker is regularly updated.
- Attend weekly team meetings for the accounts.
- Deliver against minimum business expectations across multiple KPI/metrics.
- Attend weekly team meetings with administrator and support them to get cases through to offer/exchange/completion.
- Adherence to SAFs and MAB processes.
- (Mortgage Only) Ensure that all clients are encouraged to have a protection review and adhere to the protection process.
- (Mortgage Only) Work together with Protection Adviser, including fortnightly meeting, to ensure all clients have adequate protection, or at least have been advised of their shortfalls
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Placing Faces Sheffield, United Kingdom Permanent, Full timeTrainee Mortgage Advisor · Hybrid near Sheffield · £20-23k Salary · Do you have your CeMAP qualification and have been waiting for the right opportunity to get into mortgages? Are you a Mortgage Administrator ready to make the transition into advice? · The Company: · They are a t ...
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Integro Partners Sheffield, United KingdomKeen to work in an office alongside other successful Advisors whilst also increasing your levels of business? · A well established and successful brokerage in Sheffield is looking for Self Employed Advisors that have client banks of their own to come join their team. You'll be a ...
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Bryn McMillan Consulting Barnsley, United Kingdom Full timeMortgage Advisor - Barnsley · BDM Recruitment Vacancy Ref: J1174MBMC · Remuneration: · To £29,000 including car allowance, financial guarantees to £40,000 for 6 months, pension, DIS, OTE £50,000 year 1, £75,000 year 2 · Overview: · A renowned estate agency is seeking an experienc ...
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3Sixty Financial Solutions Hathersage, United Kingdom permanentMortgage Adviser · A great opportunity to work in a high performing, forward thinking, small business with potential OTE's of up £100,000 for the very best advisers. · 3Sixty Financial Solutions are looking for a high quality Mortgage Adviser with a minimum of 3 years' experience ...
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Citrus Elite Recruitment Ltd Hathersage, United KingdomAre you a Mortgage & Protection Advisor looking for a fresh challenge? · Want an employed position with a high basic which is continuously reviewed, a highly lucrative commission structure, Full Admin Support and lots of regular highly qualified Leads? · A great opportunity to wo ...
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Bryn McMillan Consulting Leeds, United Kingdom Full timeExciting Opportunity: Mortgage Advisor in Leeds · Join our team as a Mortgage Advisor in Leeds We're seeking experienced professionals to provide expert mortgage advice and guidance to clients. With a competitive salary ranging from £25,000 to £29,000, plus a car allowance, this ...
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Burchell Edwards Belper, United Kingdom Full timeJob DescriptionBurchell Edwards Estate Agency are looking for a Mortgage and Protection Advisor to join them in Belper. OTE £35-£45kWhat's in it for you?Excellent internal progression to support your career aspirations · Lucrative earning potential and uncapped commission · Abund ...
Mortgage Advisor - Sheffield, United Kingdom - Rayner Personnel
Description
Salary:
Up to £35,000, 20% commission
Description:
Mortgage/Mortgage & Protection Adviser servicing introduced leads from a mixture of the following:
Remotely Accounts – from our remotely serviced Estate Agent accounts
Web-generated leads – from our own website or from Paid for Web Leads (PPC)
Client servicing – from our existing back-book of introduced clients, that have transacted with us over the last 13 years, where the previous adviser has now left the business.
Accountabilities:
Accountable for servicing leads from the above sources, in the timeframe set for each type, and to follow up until contact made at the specified intervals.
Accountable for delivering the agreed minimum performance requirements and standards including overall written performance, conversion, protection penetration, average case size, peripheral sales.
Accountable for building strong and effective stakeholder relationships with the accounts designated to them.
Accountable for own adherence to SAFS and MAB processes, and for adhering to compliance guidelines.
General responsibilities: