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Mortgage and Protection Advisor

2 months ago

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

We are seeking an experienced Mortgage and Protection Advisor to join our successful Rettie Financial Services team. As a key member of our team, you will be responsible for providing whole of market mortgage and protection advice and holistic financial planning to clients.

Key Responsibilities

Delivering Exceptional Service

  • Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience.
  • Responsible for meeting and exceeding your personal targets and contributing proactively to the team targets.
  • Actively promoting and building the business through prospecting/ contacting potential clients in accordance with the firm's business plan, and developing and identifying new business opportunities.
  • Undertaking sufficient product and market research to make suitable recommendations to our clients and offer a great client experience.
  • Reporting and keeping in regular contact with clients by maintaining a robust follow up of all financial sales opportunities.
  • Being proactive in identifying and dealing with any issues raised by clients in order to ensure an exceptional service experience.
  • Trained to expert standard on sales database (CRM) and proactively uses the database functionality by recording accurate and detailed customer information.
  • Generating positive customer reviews.
  • Attaining and maintaining required levels of competence as required by the firm.
  • Taking a proactive approach to continuous personal development, keeping up to date with changing legislation, actively seeking opportunities to develop skills and capabilities required for the role.
Compliance and Administration

Understanding regulatory compliance requirements and responsible for ensuring all required documentation is received and processed to meet regulatory requirements.

  • Conducting business with integrity, due skill care and diligence, retaining accountability for advice quality.
  • Responding promptly to compliance feedback.
  • Ensuring 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.
  • Aware 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.