Home Finance Specialist

3 days ago


Leeds, Leeds, United Kingdom HSBC Global Services Limited Full time

We are seeking a skilled Home Finance Specialist to join our team at HSBC Global Services Limited in Leeds, Stourton.

The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience and qualifications.

Job Description:

Company Overview:

As an employee of HSBC, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, improved maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Key Responsibilities:

  • Provide expert advice and services to customers supporting key life events such as buying a first home and home improvements.
  • Establish and grow our mortgage and protection business by identifying customer needs and providing high-quality, customer-driven service.
  • Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank where their wider needs can be met.
  • Proactively develop and strengthen customer relationships and generate new business responsibly.
  • Apply the principles of Treating Customers Fairly to everything you do.

Requirements:

  • You must already hold RO1 / CF1 and CF6 (or CeMAP or equivalent).
  • Communicate confidently and professionally with customers.
  • Develop effective working relationships with key stakeholders within and outside of the immediate business area.
  • Deliver satisfactory compliance and quality measures.
  • Have experience of personally complying with business processes, rules, and regulations.
  • Track record in the Mortgage and Lending environment.
  • Flexible working with a working pattern to support operating hours of 8am-8pm Monday –Friday and 9am-6pm Saturday and Sunday.


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