Financial Services Consultant
3 days ago
We seek accomplished First Charge Mortgage Advisers to join our esteemed client's team. If you're passionate about delivering exceptional customer service and have a proven track record in mortgage sales, we'd love to hear from you.
Motivating Salary and Benefits
Salary: £27,000 - £30,000 (dependent on experience), with the potential for up to £60,000 OTE and uncapped bonuses.
Job Summary
- Build lasting relationships with valued clients, empowering them financially and providing outstanding service.
- Navigate qualified leads with our New Business team.
- Deliver tailored advice by recommending suitable products based on customers' financial needs.
Responsibilities:
- Stay informed on lender criteria and FCA compliance requirements.
- Present product-knowledge-based recommendations during impactful sales calls.
- Collaborate with lenders and Case Management teams to drive cases to completion efficiently.
- Follow up on leads and cases proactively for timely updates.
- Consistently achieve targets while maintaining attention to detail and compliance.
Essential Qualifications and Skills:
- Full CeMAP qualification (1, 2, and 3).
- Proven experience in successfully selling mortgage products.
- Previous outbound sales experience in a fast-paced environment.
Bonus Points:
- Current or recent experience in a regulated finance company.
- Experience in secured finance or mortgage advising.
- Broking or lending experience in the mortgage market.
- Proficiency in Microsoft Office and bespoke software.
Perks:
- 22 days holiday, increasing to a maximum of 30 days.
- Birthday day off and holiday buy/sell scheme.
- Private healthcare through Vitality Health.
- Death in service cover.
- 12 flexible WFH days per year.
- Fee-free products for friends and family.
- Regular social and charity events.
- Onsite food provision and restaurant facilities.
- Free tea, coffee & fresh fruit daily.
- 'Freebie Fridays' every first Friday of the month.
- Cycle-to-work scheme.
- Comprehensive training and development opportunities.
- In-house leadership academy for aspiring leaders.
- Convenient office location with transport links and free parking.
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