Mortgage Adviser

  • Contract type: Full time
  • Salary: Salary + Bonus OTE £55k+
  • Location: EAST MIDLANDS

Job Role Responsibilities


Expected to carry out 15 Appointments per month - Appointments taking place in client’s home, so advisor will need to be a confident and conscientious individual who is comfortable dealing with clients face to face. Appointments made within 1hr of advisors home address.
4 First Client appointments per week (3 provided, 1 via self generation/referral)
Leads provided are usually Mortgage and Protection, from existing clients, purchased leads or principle clients.
Expected to carry out 2/3 client sales presentations per week
Daily contact with Broadview to review activity/production – Purely field based role, but expected to keep in contact with the office and update company CRM systems with a record of activity.
Thorough fact-finding to identify all areas of business opportunities.  

 

Please contact:Lee Robinson 01332 840544 leerobinson@broadviewfs.co.uk

If you'd like to apply for this role, please complete your details and one of our recruitment team will be in touch.