Mortgage and Protection Specialist

2 weeks ago

Glasgow, Glasgow City, United Kingdom Rettie and Co. Full time
About the Role

We are seeking an experienced Mortgage and Protection Specialist to join our successful Rettie Financial Services team. As a key member of our team, you will be responsible for providing exceptional service to our clients, delivering whole of market mortgage and protection advice, and contributing to our ongoing success.

Key Responsibilities
  • Delivering Exceptional Service
  • Responsible for adhering to agreed mortgage and protection services sales processes to deliver an exceptional service experience.
  • Responsible for meeting and exceeding personal targets and contributing proactively to team targets.
  • Actively promote and build the business through prospecting and contacting potential clients in accordance with the firm's business plan.
  • Undertake sufficient product and market research to make suitable recommendations to clients and offer a great client experience.
  • Report and keep in regular contact with clients by maintaining a robust follow-up of all financial sales opportunities.
  • Be proactive in identifying and dealing with any issues raised by clients to ensure an exceptional service experience.
  • Trained to expert standard on sales database (CRM) and proactively use the database functionality by recording accurate and detailed customer information.
  • Generate positive customer reviews.
  • Attain and maintain required levels of competence as required by the firm.
  • Take a proactive approach to continuous personal development, keeping up to date with changing legislation, and actively seeking opportunities to develop skills and capabilities required for the role.
Compliance and Administration
  • Understand regulatory compliance requirements and be responsible for ensuring all required documentation is received and processed to meet regulatory requirements.
  • Conduct business with integrity, due skill, care, and diligence, retaining accountability for advice quality.
  • Respond promptly to compliance feedback.
  • Ensure all customers are treated fairly with clear and suitable advice. A duty of care is demonstrated to vulnerable customers, and reasonable measures are taken to evidence understanding of information given.
  • Awareness of Anti-Money Laundering Regulations and financial crime issues relating to high-risk countries or countries linked to terrorism.
  • Responsible for ensuring accuracy of data input by yourself into CRM.
Key Requirements
  • CMAP Qualified or equivalent.
  • Whole of market mortgage and protection experience.
  • Detailed knowledge and understanding of compliance procedures, including record-keeping requirements.
  • Proven ability to deliver exceptional standards of customer service.
  • Proven ability to deliver financial targets and KPIs.
  • Proficient in the use of IT systems, including MS Teams, Word, Excel, and Outlook.

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