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Mortgage and Protection Specialist

2 months ago

Milton Keynes, Milton Keynes, United Kingdom Consegna Full time
About the Role

We are seeking a highly skilled Mortgage and Protection Advisor to join our team at Consegna. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on mortgage and protection products.

Key Responsibilities
  • Client Advice and Recommendations: Provide clients with personalized advice and recommendations on mortgage and protection products to meet their individual needs.
  • Application Oversight: Oversee each application through to completion, working closely with administrators and paraplanners as required.
  • Compliance and Regulatory Requirements: Ensure all files meet the standards set out by the company, network, and regulator, and that all compliance and regulatory requirements are met.
  • Client Communication: Update clients and introducers in a timely manner, and answer any queries to ensure excellent customer service.
  • Professional Development: Stay up to date with industry and market developments, and maintain required professional qualifications and continuing professional development.
Requirements
  • CeMAP 1,2 & 3: Essential qualifications for the role.
  • Whole of Market Experience: Preferable experience in the whole of the market.
  • Proven Track Record: Proven track record working in a sales target environment or managing a busy workload with deadlines.
  • Excellent Communication Skills: Excellent written and verbal communication skills.