Home Finance Advisor

2 weeks ago


Milton Keynes, United Kingdom The Curve Group Full time

**Role - Home Finance Advisor**

**Company - Gatehouse Bank**

**Hours - Fulltime hours**

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

**Role Purpose;**

A Home Finance Advisor provides 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;**
- 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.
- 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.

**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).Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We’re one of the fastest growing banks of our kind in the UK and are a subsidiary of Gatehouse Financial Group Limited

We 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.Our way of operating is stable, transparent, and shares risk and reward in an equitable way. That’s why we talk about balanced banking.

**Additional Details**

We offer highly attractive reward package; the typical benefits include:

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

Schedule:

- Monday to Friday

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: Hybrid remote in Milton Keynes, MK7 8LF



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