Mortgage Advisor

Mortgage Advice Bureau North West Limited

Self-Employed Mortgage & Protection Retention Adviser
Mortgage Advice Bureau North West Limited
Location: St Helens Chamber, Salisbury Street, St Helens, WA10 1FY
Working pattern: Hybrid, including three office-based days per week
Contract: Self-employed
Commission: 40% on supplied opportunities and 70% on self-generated business

The opportunity Mortgage Advice Bureau North West Limited is looking for an experienced Mortgage & Protection Adviser to join its team in St Helens. This is a retention-focused position offering access to an established client bank. You will help existing customers review their mortgage arrangements and protection needs, delivering suitable advice and developing long-term relationships.

Key responsibilities

• Contacting existing customers approaching the end of their mortgage arrangements
• Providing suitable mortgage and protection advice
• Advising customers on remortgages, product transfers and other appropriate mortgage options
• Reviewing existing protection arrangements and identifying any changes in customer needs
• Recommending suitable life insurance, critical illness and income protection solutions
• Managing customer relationships and encouraging long-term retention
• Following up supplied leads promptly and professionally
• Developing additional opportunities through referrals and self-generated business
• Completing comprehensive fact-finds and suitability assessments ... Wait, I realize the assistant mistakenly truncated the HTML in the JSON output. The JSON must contain the full, verified version with correct formatting. We must recalc the JSON My previous output was truncated due to mis-copied and inadvertently incomplete content. Let's regenerate the proper JSON, ensuring the formatted description is correct.{

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