Mortgage and Protection Specialist

4 days ago

Altrincham, Trafford, United Kingdom Tall Grass Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Mortgage and Protection Advisor to join our team at Tall Grass Recruitment. As a Mortgage and Protection Advisor, you will play a crucial role in providing expert advice to clients, ensuring they receive tailored guidance to meet their needs and priorities.

Key Responsibilities
  • Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
  • Client Interviews: Conduct thorough interviews to understand clients' needs, analyze their requirements, and research suitable mortgage options.
  • Written Recommendations: Produce clear and detailed written recommendations and evidence of activities as required by the practice and regulatory bodies.
  • Compliance: Adhere to GDPR, internal compliance procedures, and report any anomalies to the Compliance Officer.
  • Professional Development: Maintain and enhance your professional and personal skills, staying updated with industry changes.
  • KPI Achievement: Work towards achieving KPIs set by management, ensuring targets and performance metrics are met.
  • Administration: Handle administrative tasks efficiently, ensuring no aspect of the role is neglected.
  • Team Collaboration: Work cooperatively with other advisers and admin staff, and seek assistance from T&C Supervisors or the Compliance Officer when needed.
Qualifications and Skills Required
  • Certification: Full CeMAP qualification or equivalent CII Level 3 Certificate in Mortgage Advice.
  • Experience: At least two years of recent industry experience as a mortgage adviser.
  • Interpersonal Skills: Excellent communication and interpersonal skills for effective client interactions.
  • Analytical Skills: Strong analytical abilities with a preference for structured and planned work.
  • Attention to Detail: High level of accuracy and attention to detail in all aspects of your role.

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