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Home Finance Adviser

4 months ago

Milton Keynes Buckinghamshire, United Kingdom Curve Group Holdings Ltd Full time

Home Finance Advisor

Hours - Fulltime hours

Hybrid - to be based in one of our offices - Milton Keynes or Wilmslow

Founded in 2007 our client is one of the fastest growing banks of their kind in the UK. They offer personal and corporate savings products and finance for UK residential and commercial property, in addition to sourcing and advising on UK real estate investments.

Due to growth within the business, they are now looking to acquire the services of a Home Finance Advisor to their expanding team.

As a Home Finance Advisor, you will play a crucial role in supporting customers (UK/Expat/International) with a full advice and recommendation service for Home Finance working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction

Key responsibilities

  • To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and Working within the agreed SLAs
  • 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, whilst ensuring that all finance applications are completed within policy and criteria.
  • Generate telephone appointment activity in order to achieve new business goals, tracking potential customers and following up on enquiries.
  • 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.
  • Achieve and maintain competence to ensure continued professional development. Complete extensive due diligence on home finance applications adopting a host of credit assessment skills to recommend the basis on which risk is taken.
  • Development of existing customer relationships to ensure business retention and growth.
  • To achieve set individual targets in a variety of areas and to contribute towards the overall performance of the Commercial and Home finance business, whilst minimising the risk of losses.

Key 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.
  • Excellent telephone manner.
  • Computer literate with an ability to work with common IT platforms.
  • Advanced understanding of Home Finance products (inc. Secured Financing).

In return they will offer you:

  • 25 days holiday entitlement increasing with service
  • Pension Plan
  • Private Medical Insurance
  • Dental Cover
  • Income Protection
  • Life Assurance
  • Employee Referral Bonus
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