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Financial Services Advisor
2 months ago
We are seeking a highly motivated and experienced Mortgage Advisor to join our team at Allen and Harris Estate Agency in Wells. As a Mortgage Advisor, you will play a crucial role in providing expert advice to our customers on a range of mortgage and protection products.
Key Responsibilities- Building Relationships: Develop strong relationships with our Estate Agency team through training and support, ensuring seamless communication and collaboration.
- Customer Engagement: Conduct regular meetings with customers to discuss their mortgage needs and provide personalized advice on our range of products and services.
- Business Development: Attract new customers and business, while maintaining a strong focus on achieving professional goals within a results-driven environment.
- Qualifications: CeMap qualified or equivalent, with a strong track record in generating new sales and following through to completions.
- Skills: Resilient, positive, and friendly attitude, with excellent communication and interpersonal skills.
- Experience: Proven experience in the mortgage industry, with a strong understanding of mortgage products and services.
Allen and Harris is an award-winning estate agency with a network of over 600 branches nationwide. We offer a range of services, including residential sales and lettings, new homes, mortgage services, surveying, and conveyancing. Our Mortgage Services business has over 650 Mortgage Advisors, with a 96% customer satisfaction rating and over £11 billion worth of mortgage applications annually.
