Mortgage Adviser

2 weeks ago

Manchester Area, United Kingdom The Curve Group Full time

Mortgage Adviser

Job Summary


To provide customers with a full advice and recommendation service working in accordance with OUR clients values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.


Key responsibilities


  • To source and progress Regulated and Non-Regulated home finance applications
  • The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy
  • Generate telephone appointment activity
  • Recommend the most suitable product, term, and payment method to suit the customer’s needs, priorities, and circumstances
  • Provide a high-quality service to customers in a compliant manner


Skills required


  • Previous experience in a Home Finance advisory capacity
  • Experience within the specialist Buy to Let Home Finance sector
  • A detailed understanding of banking credit processes
  • Proven ability to extract key financial information for individuals, partnerships, and companies
  • Risk awareness
  • Regulatory standards awareness
  • Competent advisor status


Additional Details:


  • 25 days holiday entitlement increasing with service
  • Pension plan
  • Private medical insurance
  • Group dental insurance
  • Income protection
  • Life assurance
  • Employee referral bonus

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