Mortgage and Protection Adviser
2 weeks ago
We are currently looking for a Mortgage and Protection Adviser to join our clients, an established property business based in the Harpenden area.
They aim to make the homebuying process as simple as possible. They purely specialise in mortgages and do itbrilliantly - day in, day out. Dealing with all major UK lenders, they will always source the best solution. They also offer clients ancillary property or mortgage related products such as buildings & contents and mortgage protection.Working hours:
As a Mortgage and Protection Adviser you'll be required to work Monday - Friday 8:30am - 6:00pm with an hour lunch.
The successful Mortgage and Protection Adviser will be offered:
- £25,000
- £32,000 Basic + a strong commission structure on a sliding scale.
- Additional Benefits package.
- Finance Coaching
- Life Coaching
- Free Lunches
To be considered for the Mortgage and Protection Adviser role you must have:
- Excellent attention to detail and analytical ability
- Selfmotivated with an appetite to learn
- Effective, confident communication skills with an ability to 'close'
- Excellent customer service skills
- Flexible, reliable, committed
- Team player
- Excellent time management
- The highest compliance and strong prioritising/organisational skills.
- Be culturally aligned with the company values
- C11 paraplanner qualification encouraged
- CeMAP qualification encouraged
As a Mortgage and Protection Adviser your role will involve:
- Liaising with Clients, Mortgage Advisers, Lenders, Solicitors and Estate Agents.
- Encourage lead generation from branch staff
- Calling selfgenerated opportunities from database
- Calling clients following leads from branches
- Build great relationships with clients and colleagues
- Distribution of Mortgage offers and tracking cases through to completion.
- Photocopy, scan and file appropriate documents as needed, maintaining accurate records.
- Comply with FCA regulations
- Comply with company standards and policies, e.g., Data Protection, Financial Crime, Treating. Customers Fairly, Complaints Procedure etc.
- Diarise and make follow up calls
- Preparing and maintaining the client file, taking factfinding information, receiving and uploading documents to the case, updating the case notes, helping the advisor to ascertain soft facts
- Organising recommendations, carrying out research as per the advisor's request, preparing research and KFI's for the advisor to sign off
This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.
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