Mortgage & Protection Advisor

Yopa

1d•Remote

About The Position

As a Mortgage and Protection Advisor at Scout Financial Services, you will build strong customer relationships while providing accurate, up-to-date advice on the company’s regulated products and services. This is a remote, home-based role. The advertised salary is £28,000–£30,000 depending on experience, with year-one OTE of £50,000+ and year-two OTE of £75,000+. You will advise customers on mortgages and protection products, work with estate agency partner Yopa to generate referrals, and coordinate with an administrator to manage the customer experience from application through completion. You will also identify opportunities to refer customers to specialist partners for other services. The role is classified as a Certified role under UK PRA and Financial Conduct Authority Individual Accountabilities Regulations. Following training, the role holder must hold mandatory regulatory qualifications or meet the company’s minimum qualification benchmarks.

Requirements

CeMAP (Certificate in Mortgage Advice and Practice) or MAQ (Mortgage Advice Qualification).
Previous experience advising customers on mortgage and protection products.
Self-motivation and experience working in a home-based role and dealing with estate agents.
A record of being a top performer in a leading mortgage brokerage.
Previous experience in a customer-facing role and excellent customer service skills.
Ability to build strong relationships with customers, peers, and more senior individuals.
Good understanding of the mortgage and protection markets and demonstrated passion for the sector.
Strong written and verbal communication skills and excellent interpersonal skills, including the ability to overcome challenges.
Hold mandatory regulatory qualifications after training or meet the company’s minimum qualification benchmarks.

Responsibilities

Conduct sales opportunity calls, build customer relationships, and advise on regulated products and services, including mortgages, life insurance, critical illness cover, and income protection.
Build strong relationships with estate agency partner Yopa, encourage referrals from its staff, and maintain a diary of quality leads.
Work with an administrator to manage the customer experience from application to completion and support repeat business and recommendations.
Identify referral opportunities for specialist partners in conveyancing, buildings and contents insurance, commercial finance, equity release, investment, and pension advice.
After training, hold the mandatory regulatory qualifications or meet the company’s minimum qualification benchmarks.