Financial Services Advisor

6 days ago


Warrington, Warrington, United Kingdom Aimee Willow Connex Full time

About the Role

You will join an experienced team of mortgage and protection specialists at Aimee Willow Connex, a dynamic company that prides itself on delivering first-class customer service, drive, and high-quality industry knowledge and experience.

This is a unique opportunity to grow within a strong and innovative company, which values service and excellence above all else. You will be responsible for delivering exceptional service, working closely with internal departments and directors to make fair and responsible decisions based on customer information swiftly and diligently.

Key Responsibilities

  • Review mortgage and protection requirements across a wide range of clients, providing research of the market and identifying suitable products.
  • Work closely with internal departments and directors to make informed decisions based on customer information.
  • Provide exceptional customer service, ensuring that clients receive fair and responsible advice.
  • Stay up-to-date with industry developments and trends, ensuring that your knowledge and skills are current and relevant.
  • Collaborate with colleagues to achieve business objectives and drive growth.

Requirements

  • CeMAP qualification or industry equivalent.
  • Demonstrable track record of success and knowledge within Financial Services, specialising in mortgage and protection advice.
  • Excellent understanding of the local market, including market movement, activities, and competitors.
  • Enthusiasm to learn and continuously develop your knowledge and skills.
  • Passionate about delivering exceptional customer service and building strong relationships with clients.
  • Ability to communicate effectively with colleagues and clients, both face-to-face and on the telephone.
  • Good standard of English grammar, spelling, and presentation.
  • Dedication, loyalty, diligence, and efficiency, with a strong work ethic and commitment to excellence.
  • Access to proven and current lead sources.
  • Minimum of 12 months of mortgage advising experience within a whole of market brokerage.
  • Proven use of mortgage-specific software.
  • Full driving licence.
  • Experience in advising on a range of products, including residential, BTL, commercial, and bridging.


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