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Mortgage Consultant

2 months ago

Aberdeen, Aberdeen City, United Kingdom Clear IT Recruitment Full time
Position Overview:
Our client is seeking a skilled Mortgage & Protection Consultant to enhance their team.

Key Responsibilities:
  • Provide comprehensive mortgage and protection guidance while adhering to compliance standards as outlined in the firm's operational manual.
  • Deliver exceptional client service throughout the mortgage and protection process.
  • Work primarily from the main office, with occasional duties at a secondary location.

Compliance and Standards:
  • Ensure adherence to the Financial Services and Markets Act 2000 and relevant regulatory guidelines.
  • Follow all compliance protocols, including those related to financial crime prevention and data security.
  • Stay informed about product developments, legislative updates, and technical advancements.

Client Engagement:
  • Conduct outreach to scheduled appointments and prospective clients as per the business strategy.
  • Gather and analyze client information effectively.
  • Perform thorough product and market analysis to provide suitable mortgage and protection recommendations.

Professional Development:
  • Maintain the required level of professional competence as mandated by the firm.
  • Ensure all performance standards are consistently met.
  • Collaborate with other industry professionals, including real estate agents and legal advisors.
  • Document and track continuing professional development accurately.

Qualifications:
  • A minimum of one year of experience in a mortgage advisory role.
  • Experience with whole of market mortgage and protection solutions.
  • In-depth knowledge of compliance protocols and record-keeping requirements.