Mortgage Advisor Expert

5 days ago


St Peter Port, United Kingdom HSBC Full time

Role Overview

We are seeking a skilled Mortgage Advisor to join our Wealth and Personal Banking team in Jersey. In this role, you will provide professional mortgage advice to customers and establish and grow our mortgage business.

Key Responsibilities

You will be responsible for:

  • Providing an agile and flexible service to customers to meet their needs within their channel of choice
  • Listening to customers to identify and understand their current and future mortgage and protection needs
  • Recognising the wider financial planning needs of individual customers and making referrals to other areas of the bank
  • Proactively developing and strengthening customer relationships and generating new business responsibly
  • Applying the principles of Treating Customers Fairly to everything you do

Requirements

To be successful in this role, you should meet the following requirements:

  • Hold a CeMAP qualification or equivalent
  • Communicate confidently and professionally with customers
  • Seek out and build on effective working relationships with key stakeholders
  • Deliver satisfactory compliance and quality measures
  • Have experience of personally complying with business processes, rules and regulations

About the Role

This role is branch based in our Jersey office and offers a competitive pay and benefits package, including private healthcare, enhanced parental and adoption pay, and a non-contributory pension scheme.


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