Job Description
Position Overview
Reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer-focused mortgage and protection advice to clients, ensuring their needs are met efficiently and thoroughly. The Adviser supports business growth through high-quality advice, exceptional client service, and strong collaboration with internal teams.
Essential Job Functions
· Conduct detailed fact-finds to understand client objectives and assess mortgage and protection needs.
· Research mortgage and protection products, using sourcing systems and provider platforms, to iden...