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Mortgage and Protection Specialist
2 months ago
IDEX Consulting Ltd is a leading Financial Services business that provides services in Financial and Wealth Planning, Mortgages, and Protection.
About the RoleWe are seeking a skilled Mortgage and Protection Adviser to provide support and advice to clients with their mortgage and protection needs. The successful candidate will investigate and research suitable options and present suitable solutions and recommendations based on the client's needs, affordability, and eligibility.
The role will involve working mainly from our office in Bromsgrove, where you will utilize video conferencing tools, email, and telephone contact with clients to deliver excellent client outcomes.
Key Responsibilities- Develop an understanding of our company strategy and core values.
- Comply with our advice process and maintain regulatory competence and KPI standards.
- Follow the Regulated Advice Process to build long-term relationships and deliver excellent client outcomes.
- Acquire new clients through referrals, professional introducers, and company lead generation programs.
- Guide clients through the buying process, which may involve liaising with solicitors and estate agents.
- Develop and maintain good client and introducer relationships through client meetings and ongoing feedback to the team and Contact Centre.
- Ensure all activities are completed in a timely and compliant manner.
- Minimum CeMAP qualified (or equivalent)
- R05 or equivalent Protection Qualification preferred.
- Able to demonstrate a client-centric approach, with excellent interpersonal skills, approachability, and professionalism.
- Well-presented, articulate, and dedicated to doing the right thing for our clients.
- Capable IT skills and embracing of the new virtual/digital ways to communicate with clients.
- Ability to network and attract new clients through business development and effective business planning.
IDEX Consulting Ltd is committed to creating an inclusive and equitable work environment where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are dedicated to driving conscious inclusion across our business and creating equitable pathways.
