Mortgage Telephone Consultant

2 weeks ago


Edinburgh, United Kingdom Aberdein Considine Full time

**ROLE OF DEPARTMENT**
- Managing inbound and outbound calls, and online enquiries from new and existing clients of Aberdein Considine, who require whole of market mortgage advice.
- Qualifying clients by gathering relevant information to be able to assess clients’ ability to secure a mortgage and book clients in for an appointment with an adviser.
- Nurture clients who are the initial stages of their mortgage journey and manage through to an appointment with an adviser.

**JOB PURPOSE**
- Generate and qualify mortgage and protection appointments for advisers.

**KEY RESPONSIBILITIES**
- Handling all inbound mortgage and protection related enquiries
- Qualifying mortgage and protection appointments
- Generating mortgage appointments from outbound calls to existing clients
- Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers
- Creation and updating of accurate MI to evidence performance and drive improvements.
- Accurate data entry and updating of CRM system.
- Requesting and analysing credit files from clients with credit issues
- Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs

**Requirements**:
**SKILLS AND EXPERIENCE**

**Essential**
- Confident communicator with experience of telephone sales
- Well organised with an attention to detail
- Driven, self-motivated with an ability and desire to work autonomously.
- Sales orientated with an ability to spot opportunities.
- Strong written communication
- Numerate and comfortable with basic calculations
- IT literate - good knowledge of Excel, Word, Outlook

**Desirable**
- Basic understanding of mortgages and protection - not essential as full training will be given.
- Experience of building relationships over the telephone
- Desire to progress career within Financial Services



  • Edinburgh, United Kingdom Leith Mortgage Centre Full time

    We are an independent mortgage broker located close to Edinburgh's City Centre. We are seeking a motivated, hard-working individual to join our team. You will be responsible for giving Mortgage Admin support to the advisors, allowing them to focus on providing advice and writing mortgage business. The role is **Monday to Friday**, hours are 9am -...


  • Edinburgh, United Kingdom Rayner Personnel LTD Full time

    New Homes Mortgage and Protection Advisor New Homes Mortgage Advisor New Homes Mortgage Advisor Are you an experienced CeMAP Qualified Mortgage Adviser looking for a new role in Edinburgh? My clients are looking to grow their New Homes Mortgage Adviser teams and we have a number of outstanding opportunities for experienced Mortgage only or Mortgage...


  • Edinburgh, United Kingdom Scottish Building Society Full time

    **Join our Team** Scottish Building Society is a mutual building society, which means we are owned by and run for our members. Although you may not have heard about us, we are the oldest remaining building society in the world. We started life in 1848 as the Edinburgh Investment Company. We help people save and buy their first and subsequent homes...


  • Edinburgh, United Kingdom Hunter Wealth Management Full time

    **About us** Hunter Wealth Management is an IFA business with a Mortgage division in Edinburgh. We are a dynamic team and growing on the mortgage side of things dramatically. Our work environment includes: - Growth opportunities We are looking for a Self emplyed mortgage adviser to join our team. **Benefits**: - Work from the office as part of the...

  • Mortgage Consultant

    7 days ago


    Edinburgh, United Kingdom Blue Arrow Full time

    Are you looking for an opportunity to kick-start or further enrich your customer service career? Look no further as we have the perfect position for you. Becoming a Customer Service Advisor with one of the UK's largest banks provides a great full-time position, with a company that is dedicated to offering you career progression...

  • Receptionist

    4 weeks ago


    Edinburgh, United Kingdom Leith Mortgage Centre Full time

    Due to continued growth, we are looking for a Receptionist to join our team. We are an independent mortgage advisory centre based in Leith in Edinburgh, and we are looking for someone to provide a great first impression. This position will involve: - Receiving clients atthe front desk by greeting, welcoming, directing and announcing them appropriately. -...


  • Edinburgh, United Kingdom Mov8 Real Estate Full time

    We have an exciting new opportunity for a New Client Team Consultant to join our fast-paced, professional and dedicated Property Sales team. You will provide accurate and appropriate advice to prospective clients on all aspects of a property sale. The Role This Edinburgh based role is suitable for individuals who have excelled within a sales environment...

  • Senior Consultant

    4 weeks ago


    Edinburgh, United Kingdom Eames Consulting Full time

    **Job Details**: **Sector**: Life Insurance- **Location**: Edinburgh- **Job Ref**: JN -062023-80841_1691507667- **Job Type**: Permanent- **Salary**: £75000 - £90000.00 per annum- **Contact**: Ben HodgkinsonOur client, a successful, growing consultancy, is looking to grow their Investment/ALM capabilities. Experience in equity release mortgages and/or...


  • Edinburgh, United Kingdom Dorward James Full time

    One of our clients is looking for a Property Purchase Negotiator to join their Edinburgh based team. As a Property Purchase Negotiator, you will play a crucial role in the firm for theirclients. This is an opportunity to thrive in the company's busy and fast-moving team environment, utilising your previous property marketing and negotiation experience to...


  • Edinburgh, United Kingdom Dorward James Full time

    As a Property Purchase Negotiator, you will play a crucial role in the firm for their clients. This is an opportunity to thrive in the company's busy and fast-moving team environment, utilising your previous property marketing and negotiation experience to provide valuable advice and assistance. **The role will involve**: - Providing expert advice to...

  • New Client Consultant

    4 weeks ago


    Edinburgh, United Kingdom MOV8 Real Estate Full time

    We have an exciting new opportunity for a New Client Team Assistant to join our fast-paced, professional and dedicated Property Sales team. You will provide accurate and appropriate advice to prospective clients on all aspects of a property sale. **The Role** This Edinburgh based role is suitable for individuals who have excelled within a sales environment...

  • New Client Consultant

    3 weeks ago


    Edinburgh, United Kingdom MOV8 Real Estate Full time

    The Role This Edinburgh based role is suitable for individuals who have excelled within a sales environment and who wish to either start or continue their career in the Property / Estate Agency sector. Our New Client Team Assistants are highly motivated individuals who communicate effectively and professionally. Your key responsibility is to develop...


  • Edinburgh, United Kingdom Pertemps Network Group Full time

    **Job Description**: **Mortgage Customer Service Administrator** We are working alongside one of our prestigious banking clients to work within the Mortgages department. **Hours**: - 35 hours per week between 8am - 8pm Monday to Saturday (5 out of 6 days) **Location** - Pentland House, Edinburgh **Salary** - £10.63 per hour **Contract Length**: - 12...


  • Edinburgh, United Kingdom Dorward James Full time

    One of our clients is looking for a Property Purchase Negotiator to join their Edinburgh based team. This is an exceptional opportunity that rarely arises, offering an exciting change for experienced candidates. As a Property Purchase Negotiator, you will play a crucial role in the firm for theirclients. This is an opportunity to thrive in the...


  • Edinburgh, United Kingdom PPL Recruitment Full time

    We are currently looking for a Recruitment Consultant within our Health Care division. Working alongside our team, you will be playing a key role in placing health care assistant vacancies by managing the process from end to end as a 360 consultant. What you can expect to do in the role: - Full 360 recruitment role - Take responsibility to develop and grow...


  • Edinburgh, United Kingdom Office Angels Full time

    We are currently seeking a Recruitment Administrator/Resourcer to cover maternity leave for our client based in Leith. Hours: Monday-Friday, 9am-5:30pm - hybrid working pattern 3 days in office, 2 from home Contract Length: Minimum 6 months Role Overview: As a Recruitment Administrator/Resourcer, you will work closely with designated consultants and...


  • Edinburgh, United Kingdom NHS Scotland Full time

    **NHS Lothian** **2 x Consultant in Emergency Medicine** 40 hours at Royal Infirmary of Edinburgh and 32 hours at St John’s Hospital **1 x Locum Consultant in Emergency Medicine** Royal Infirmary of Edinburgh **Reference: CG2718 CG2722 CG2717** NHS Lothian is committed to encouraging equality and diversity among our workforce and eliminating unlawful...


  • Edinburgh, United Kingdom Rettie & Co Full time

    Hours: Monday to Friday, 37.Experience in a customer service role (primarily delivered by telephone contact would be desirable) Experience of data entry Expert in the use of MS Office (Teams, SharePoint, Word, PowerPoint, Excel, Outlook) Customer service-related qualification Experience of Reapit database or a comparable database product As a...


  • Edinburgh, United Kingdom SSG Group Full time

    An exciting opportunity for a Graduate interested in developing a career in Recruitment. SSG Group (Subsurface Global, SSG Drilling & Owen & Green) is a specialist contracting and recruitment organisation focused on the energy industry. We have an entrepreneurial and collaborative culture, and we are driven by our motto "Challenge the Future". Our vision is...

  • Investment Consultant

    4 weeks ago


    Edinburgh, United Kingdom Thrivestate Full time

    **Job Title**: _**Offplan Agent**_ - ** RELOCATION TO DUBAI**_ - **Please note its a commisson only role.**_ Are you passionate about the real estate industry and thrive on helping clients navigate the exciting world of offplan property investments? Do you have excellent sales skills, a keen eye for detail, and a knack for building long-lasting...