Mortgage Finance Specialist
1 week ago
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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