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Junior Mortgage and Life Insurance Advisor

Start your career in a premier financial services company, working in a friendly team environment where you will be supported in your career development.

This is a unique junior advisor opportunity, to be part of an organisation that prides itself on excellent customer service and a drive to provide innovative financial products.

You will have the opportunity to progress and manage your on mortgage portfolio and will be fully supported by both the Mortgage Executive & Life Insurance Advisor team, as well as the Group Director of Lending.

Responsibilities will include:

  • Reviewing of the mortgage lenders and life insurance products available to ensure that you offer the right packages for your clients
  • Planning and prioritising sales activities in relation to business targets
  • Following and complying with relevant legislation and internal company policies
  • Maintaining and updating records relating to your mortgage portfolio
  • Providing quotations and other documents in a timely and accurate manner

Experience and skills required:

  • Willingness to undertake required examinations
  • Ideally some previous office administration experience
  • Ability to maintain a wealth of knowledge, particularly a range of mortgage and life assurance products
  • Confident liaising with clients and third parties over the telephone
  • Strong academics, with good accuracy and attention to detail skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

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Junior Mortgage and Life Insurance Advisor
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