Mortgage & Protection Adviser

Milton Keynes

Employed & Self Employed Mortgage & Protection Adviser positions!

AN OVERVIEW

LionHart is forged from our cornerstones of epic customer service, cutting edge technology, and being driven by getting the best results for our clients & partners. So, if you want to be part of a growing team and join our exciting journey contact us in confidence to find out more.

Based in Central Milton Keynes, our team of 5 Mortgage & Protection advisers, 1 Protection only adviser, and 4 support staff, operate a hybrid model to offer remote working alongside time in the office with the rest of the team. This has enabled us to maintain a great level of communication, share knowledge and experience, but also allow flexibility and work/life balance.

We ensure our advisers benefit from a range of experience with our clients including, and needing advice for, first time buyers, home movers, new builds, shared ownership, equity share, re-mortgages, product transfers/rate switches, buy to lets (LTD and personal ownership), equity transfers, bridging enquiries, and more. You would also be expected to provide advice on a range of protection products including life assurance, critical illness cover, income protection, family income benefit, GI, and more.

We are looking for someone who is passionate about raising the bar on customer service, someone invested in helping clients and proud of providing exceptional results by effectively communicating mortgage and protection options in a clear and relatable way. If you feel like your wings are currently clipped, or you have been trapped in a box too small where you are, then our environment should be the relief and opportunity you are looking for as you will be actively encouraged to "Be More You" and let your personality shine.

EMPLOYED

We operate a scaled salary and commission table which is directly influenced by your experience and performance. We are not advertising for "a role", we are looking for the right person, so the appropriate level of basic salary and separately your relevant percentage commission will be confirmed at the initial interview stage.

A laptop will be provided to you, along with a desk and meeting space to see clients face to face.

Leads will be provided but there is an incentive scheme should you introduce and manage your own introducer.

The hours for the employed role would either be:

Monday to Friday 9am until 6pm

Or

4 weekdays 9am until 6pm, and Saturday 10am until 5pm.

SELF EMPLOYED

We work on a scaled commission structure based on bankings over a rolling period. You would receive enhanced commission for self generated business and full commission scales can be provided at initial interview stage once an understanding of expected performance is discussed.

You will be responsible for providing your own laptop and equipment, however we do provide the software and "human powered support" at no additional cost. Support regarding lead generation and securing introducers provided.

Benefit from a support team which currently includes a lead manager and case progresser. You would be able to refer out protection when busy or unable and earn introductory commission. No PI or monthly fee’s.

We would be open to a fully remote Self Employed adviser given the appropriate level of experience and independence, and if visiting the office on a regular basis was not an option.

REQUIREMENTS

CeMAP or CII qualifications

Must currently be, or have previously achieved, Competent Adviser Status

At least 12 months trading experience

Be eligible to live and work in the UK

A BIT MORE ABOUT US

We are an appointed representative of Mortgage Advice Bureau so benefit from their advanced technology such as Platform (in house CRM system) which links with Midas Pro to aid with submissions and compliance. We submit applications through Legal & General Mortgage Club so have access to a vast selection of lenders and a choice of insurers including Aviva, L&G, LV, Royal London, Guardian, Vitality, and our whole of market support team VITA. There are also a range of additional referral routes that are available, including SortRefer and our own local partners.

Due to working with MAB & L&G Mortgage Club we benefit from a vast array of support in terms of face to face training, remote learning, tools such as Ignite to aid with criteria & affordability checks, as well as common sense compliance and documentation requirements. We also receive procuration fee’s on exchange of contracts and benefit from weekly bankings transactions.

We offer uncapped commissions on an employed and self employed basis. Commissions are paid on a percentage of banked income, inclusive of broker fee’s, procuration fee’s, protection commission, solicitor referral fee’s & other approved third party services.

We hold weekly broker catch ups, monthly team meetings, regular 121’s, monthly voucher incentives and quarterly team events.

You bring the ambition, drive, and passion, we’ll help you do the rest!

ONCE YOU APPLY

Your application or enquiry will be treated in the strictest confidence at all times.

We will look to arrange an initial phone call with those who fit the above specification, followed by a face to face meeting with our Business Principal, and finally a chance to meet some of the team to ensure you have a feel for our culture & your potential colleagues!