Financial Services Advisor
5 days ago
Role Summary: We are seeking an experienced Mortgage Adviser to join our client's team. The successful candidate will be responsible for providing expert mortgage advice, processing applications, and maintaining accurate records. This is an excellent opportunity to develop your skills and experience in a dynamic working environment.
">Key Responsibilities:
">- ">
- Provide accurate mortgage advice to prospective customers face-to-face and/or over the telephone">
- Process mortgage applications on company software systems">
- Maintain accurate records and notes throughout all stages of the mortgage application">
- Approve mortgage applications within specified limits in accordance with the companys lending policy">
- Consider mortgage applications outside standard lending policy where a justifiable business reason exists">
Requirements: To be successful in this role, you will need to be CeMap qualified or industry equivalent, have excellent communication skills, and experience of Microsoft packages (Word & Excel). Strong attention to detail is also essential.
">What We Offer: In addition to a competitive salary (c £35k per annum), we offer a range of benefits including a 35-hour week, healthcare, pension scheme, free onsite parking, and 25 days' holiday (rising with service) + 8 bank holidays.
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Preston, Lancashire, United Kingdom Age Partnership Full timeUnlock Your Potential as a Financial Services AdvisorWe are seeking a self-motivated and proactive individual to join our team as a Financial Services Advisor, specializing in equity release. As a key member of our advisory team, you will be responsible for providing high-quality advice and guidance to clients, promoting Age Partnership as the premier...
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Financial Services Manager
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Preston Financial Services Professional
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1 month ago
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Financial Services Specialist
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