Mortgage and Protection Expert

• Jun 2021 - Present

Mortgage and Protection Broker

• Nov 2020 - Jun 2021

Mortgage Advisor

• Dec 2019 - Nov 2020

Mortgage and Protection Broker

• May 2018 - Nov 2019

Responsible for direct sales of regulated and non regulated (BTL) mortgages along with direct sales of Protection policies (Life, critical illness and Income Protection. Completing full fact find’s with clients to gather full understanding of clients situation and needs before providing a recommendation taking customer through the whole processIdentifying and up-selling and reviewing all protection policies needs relating to Life, income and illness insurance to meet client’s needsProven track record of working in a fast paced office in a highly targeted role consistently and exceeding targets Experienced in residential and Buy to Let mortgages, involving remortgaging and purchases along with Shared ownership, Right to Buy, Help to Buy and New Build schemes with assisting in customers acquiring the Help to Buy scheme.

Senior Personal Banker

• Jan 2015 - Jun 2016

Senior Personal Banker - Managing a portfolio of high end clients within the group. Identifying new and quality customers while maintaing a long lasting relationship. ICOBS regulated, specialising in Home Insurance and providing quality leads for Protection Consulatants.Identifying, following up and providing quality leads for in branch and direct Personal Mortgage Advisors.Engaging in all Banking services from Personal Loans; Packaged Current Accounts; Fixed Rate Bonds & Fixed Rate ISA's. Self Managing in a high targeted sales role; entails proactively outbound calling on a day to day basis. - Certified In Professional Banking- Studying Diploma in Financial Planning (R05)