About the Role We currently have an exciting opportunity for an experienced Mortgage & Protection Adviser to join the Navigate Mortgages team.
This position is perfect for someone who excels at working both collaboratively in a dynamic team environment and independently with initiative.
We are seeking an individual who takes pride in their work, thrives in self-directed roles, and approaches the business with the dedication and care as if it were their own.
The Role: • Full time; based on the Holywood Road, Belfast.
• Hours; 40 hours per week • Salary – 28k basic plus uncapped monthly bonus Key Responsibilities: • Client Relationships: Build and maintain strong relationships, always putting client needs first.
• Generate New Business: Network and use personal connections to bring in new clients.
• Estate Agent Collaboration: Manage day-to-day interactions with Estate Agent leads.
• System Improvement: Help refine and improve internal processes to support business growth.
• Admin Expertise: Handle administrative tasks confidently using our various platforms and software.
• Sales Achievement: Meet or exceed sales targets by managing your pipeline, identifying opportunities, and delivering tailored solutions.
• Team Collaboration: Support a positive team environment by sharing knowledge, helping colleagues, and working together toward common goals.
• Social Media Engagement: Use platforms like Facebook and LinkedIn for business development and client engagement.
• Attention to Detail: Provide excellent service with high standards of professionalism, grammar, and accuracy.
• Commitment to Success: Work flexible hours to meet goals and ensure success.
Key Skills and Attributes: • Proven Experience: Demonstrated success as a Mortgage Adviser with a strong track record.
• Self-Motivation: Able to work independently, treating the role like your own business.
• Client-Focused: Passionate about delivering exceptional service and putting clients first.
• Organised and Detail-Oriented: Excellent organisational skills with great attention to detail.
• Tech-Savvy: Confident in using IT tools such as Microsoft PowerPoint and CRM systems.
• Strong Communicator: Excellent verbal and written communication skills.
• Continuous Improvement: Always looking to improve and streamline business processes.
• Professional Demeanour: Respectable, trustworthy, and aligned with our company values.
Requirements: • Minimum of 1 year experience working as a Mortgage & Protection Adviser.
• Applications will only be considered from fully CeMAP, MAQ or CF1 and CF6 qualified individuals.
• Have exceptional customer service skills and presentation.
• Experienced in offering advice on all aspects of residential mortgages and the associated protection products, including Life Insurance, Critical Illness, Income Protection, Buildings & Contents Insurance.
What We Offer: • A supportive, forward-thinking environment with opportunities to influence business operations.
• Competitive remuneration package, including bonuses, private medical insurance, 25+ days annual leave • The autonomy to grow your client base and make a real impact.
• Ongoing professional development opportunities.