Experienced Mortgage Adviser

2 weeks ago


Chatham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Mortgage Advisor**

**Location: Chatham**

**Salary: £50,000 OTE**

**The Company**:
The opportunity to join a growing, Independent Financial Advisory firm with a fantastic reputation and focus on offering their clients an outstanding service. They provide a holistic approach for their clients on a variety of financial products. Developmentis something they are very passionate about and they are able to offer support for all your progression needs.

This role is a fantastic option for anyone looking to join a friendly, yet professional team and an excellent opportunity for an experienced Mortgage Advisor to join the team

**Responsibilities**:

- Keep up-to-date with mortgage deals, products, technical or legislative changes within the marketplace.
- Identify and contact leads.
- Gather sufficient information and identify client needs.
- Analyse information gathered and undertake research to make suitable mortgage recommendations.
- Complete all supporting documentation in an accurate manner.
- Attain and maintain competent status as defined by the FCA and our firm.
- Maintain performance standards in accordance with those outlined in the Key Performance Indicators (KPIs) section of the Training and Competence Procedures document.

**The Required Skills & Knowledge**:

- A minimum of three years previous experience working as a Mortgage Advisor.
- CeMAP 1, 2 and 3.
- Proven experience of building strong client relationships over the phone, via videocall and in person.
- Experience in using the Intelligent Office (IO) CRM system is desirable, but not essential.
- Great IT skills and willingness to embrace technology.
- The willingness to learn new skills and be openminded to change.
- The ability to manage own workload and work to deadlines.
- The most important attribute is the ability to put your clients at the centre of everything you do.

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.



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