Mortgage Finance Specialist

1 week ago


Plymouth, Plymouth, United Kingdom Responsible Life Full time

Help Clients Achieve Their Retirement Goals

We are seeking self-employed later-life lending advisers to join our team at Responsible Life. As a specialist in the later-life lending sector, you will deliver exceptional customer service and satisfaction while helping individuals achieve their retirement goals.

  • Previous experience in telephone-based customer appointments is essential.
  • Familiarity with video-based appointments (Teams, Zoom) is a plus.
  • Proficiency in MS Office suite (Word, Excel, Teams) is required.
  • You will advise clients on various mortgage products and recommend suitable options for their individual needs.
  • Maintain a high level of expertise on mortgage products and regulatory changes.
  • Uphold client confidentiality and adhere to industry regulations for impartial financial advice.
  • Opportunity to work remotely in a supportive team environment.
  • Chance to grow professionally with continuous training and industry events.
  • Competitive compensation package.

Key Responsibilities:

  • Advise clients on mortgage products and recommend suitable options.
  • Maintain expertise on mortgage products and regulatory changes.
  • Uphold client confidentiality and adhere to industry regulations.

About Us:

Responsible Life is dedicated to helping individuals achieve their retirement goals. We are a supportive team environment that offers competitive compensation packages and opportunities for growth and development.


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