Commercial Mortgage Specialist

4 weeks ago

Camberley, Surrey, United Kingdom Connells Group Full time
Job Description

As a Commercial Mortgage Advisor at Connells Group UK, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to conduct in-depth reviews of clients' financial circumstances, current provision, and future aims with regard to their protection requirements.

Key Responsibilities:
  • Conduct thorough financial reviews to identify clients' protection needs
  • Work closely with clients to understand their financial objectives and develop tailored solutions
  • Collaborate with providers to ensure seamless application processes
  • Build strong relationships with clients through excellent communication and customer service skills
Requirements:
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in MS Office, internet, email, and CRM systems
  • Ability to work in a fast-paced environment and meet deadlines
Benefits:
  • 20 days annual leave plus Bank Holidays and office closure between Christmas and New Year
  • Perks at Work discounts on products and services
  • Access to Employee Assistance Programme 24/7
  • Nuffield Health Screening and Gym discounts
  • Company Pension and death in service

Connells Group UK is an equal opportunities employer and welcomes applications from suitably qualified candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

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