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Spicerhaart

Strategic land and new homes services

Mortgage and Protection Adviser

Retail & Commercial BankingUpdated on Nov 5
Full-timeLincolnshire, UK£22k - £28k

About the Job

Requirements

  • Hold a CeMAP qualification or an industry-equivalent qualification.
  • Have experience advising on mortgages and protection.
  • Engage with people from varied backgrounds and establish their needs and preferences through effective communication by email, phone, face to face, and video.
  • Manage multiple responsibilities and tasks simultaneously.
  • Maintain regular contact and relationships with vendors, buyers, and developers to identify opportunities and sustain customer service and engagement.
  • Collaborate with branch peers to identify referral opportunities.
  • Take accountability for KPIs by proactively seeking new opportunities and maintaining existing relationships.
  • Be able to present confidently on camera and engage an audience.
  • Have legal entitlement to live and work in the UK and provide evidence of the right to work, proof of address, National Insurance details, and a full UK driving licence.

Responsibilities

  • Generate and maintain client relationships and business, maximise in-branch opportunities, and work effectively in a challenging environment.
  • Follow up on leads generated by the Estate Agency team and maximise value from each client.
  • Generate leads and business independently.
  • Work with the Estate Agency, Admin, Training and Development, Compliance teams, and Divisional Sales Director to provide an efficient client process.
  • Provide client care throughout the process and deliver a high level of customer service.

About the Company

Spicerhaart

Strategic land and new homes services

Spicerhaart's Land and New Homes division offers strategic advice and marketing services for estate agency brands across England and Wales, working with developers, housing associations, builders, social landlords, receivers, and banks. It provides up-to-date industry data, local market intelligence, and a full marketing strategy through its regional branches to help plan, position, and promote new homes projects. It stands apart as one of the UK's largest independent property services providers with nationwide coverage and a specialization in land, new homes, and related financial clients, combining market insight with wide marketing execution. Its goal is to help clients grow their new homes projects and strengthen property services across the country.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Colchester, United Kingdom
Founded
1989

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