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Property Finance Specialist
3 months ago
At Together, we are the leading experts in property finance, driven by an entrepreneurial spirit. Our establishment has been serving clients since 1974, and we are proud to have a dedicated team of over 750 professionals who are committed to helping individuals and businesses realize their property goals by making finance accessible and effective.
Our Approach
We take pride in our straightforward lending philosophy, offering a diverse range of mortgage and secured loan products tailored for those often overlooked by traditional lenders. Our customers are at the heart of our operations, and we strive to transform challenges into opportunities, making their property aspirations a reality.
Role Overview
As a Mortgage Advisor, your primary responsibility will be to deliver tailored advice in a professional and customer-centric manner, ensuring that customer expectations are met and positive outcomes are achieved. Your role will involve:
- Providing exceptional mortgage advisory services to ensure the most suitable recommendations are made, enhancing the customer experience.
- Acting as a key point of contact for various teams within the organization, offering specialized regulated advice when it is in the best interest of the customer.
- Thoroughly assessing and analyzing individual customer needs and circumstances to gather the necessary information for suitable recommendations.
- Evaluating customer documentation, applications, and affordability to ensure compliance with established lending policies and criteria.
- Consistently delivering high-quality service to all customers, facilitating a seamless advice and application process that leads to favorable outcomes.
- Engaging in continuous professional development within the regulated mortgage sector and the broader industry to identify when Together's products may not serve the customer's best interests.
Qualifications
Essential:
- CeMAP or an equivalent recognized qualification.
- Proven experience in providing advice within a regulated customer service environment.
- Ability to comprehend, interpret, and communicate complex information, including financial details, to ensure customers understand the recommendations provided.
- Excellent compliance record with a comprehensive understanding of regulatory requirements.
- Strong interpersonal and communication skills.
Additional Benefits
Working at Together offers numerous benefits, including:
- 26 days of holiday, plus a day off for your birthday (increasing with service to 30 days), in addition to bank holidays.
- Options to buy and sell holidays.
- Discretionary annual bonus.
- Matched pension contributions.
- Life assurance and critical illness cover.
- Health cash plan and private medical insurance.
- Free access to company holiday homes.
- Travel season ticket loans.
- Ride to work scheme.
- Complimentary local gym access and discounts at local bars/restaurants.
At Together, we embrace diversity and inclusion, and we are proud to be an equal opportunity employer. We celebrate differences and value our colleagues for who they are. We are committed to building a team that reflects a variety of backgrounds, perspectives, and skills. If you require any reasonable adjustments to enhance your experience with us, please let us know, and we will do our utmost to accommodate your needs.
