Mortgage & Protection Adviser

This is an employed opportunity

Stourbridge, West Midlands based, with regular office attendance required (hybrid 3 days office / 2 days home working)

What's in it for you?

• £30-36k per annum basic salary (£55k+ OTE)
• Attractive bonus and commission structure
• Approximately 40 generated leads per month
• Mortgage and protection opportunities
• Dedicated case management support
• Technical administration support
• Hybrid working arrangement
• Established estate agency lead source
• Strong local brand and reputation
• Ongoing training and development support

Infinity Financial Advice are looking for an experienced Mortgage & Protection Adviser to join its growing business. This is a fantastic opportunity to work with a well-established and highly regarded mortgage practice that benefits from a strong local reputation, a prominent high street presence, excellent estate agency relationships, and a consistent flow of leads.

You'll be joining a business that allows advisers to focus on what they do best: advising clients and writing business. With dedicated case managers and technical administration support handling much of the post-sale process, you'll have the infrastructure needed to maximise your earning potential.

Your responsibilities will include

• Provide high-quality mortgage and protection advice to new and existing clients
• Manage and convert estate agency generated leads
• Build and maintain strong relationships with estate agency partners
• Conduct client fact-finds and recommend suitable mortgage and protection solutions
• Manage a busy pipeline of new enquiries, applications and follow-up appointments
• Deliver exceptional customer service throughout the client journey
• Maintain accurate client records and ensure compliance with regulatory requirements
• Work collaboratively with case managers and support staff to ensure positive client outcomes
• Proactively generate additional opportunities through referrals and existing relationships