Mortgage Advisor

4 weeks ago


St Peter Port, United Kingdom HSBC Full time
About the Role

We are seeking an experienced Mortgage Advisor to join our team in Jersey, Channel Islands and Isle of Man (CIIOM). As a Mortgage Advisor, you will be responsible for providing professional mortgage advice to customers, identifying their needs and providing tailored solutions to meet those needs.

Key Responsibilities
  • Provide an agile and flexible service to customers to meet their needs within their channel of choice
  • Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package that is fully tailored to their individual needs
  • Recognising the wider financial planning needs of individual customers and making referrals to other areas of the bank, where their wider needs can be met
  • Proactively developing and strengthening customer relationships and, in doing so, generating new business responsibly
  • Apply the principles of Treating Customers Fairly to everything you do
  • Develop and build effective working relationships with key stakeholders within and outside of the immediate business area
  • Proactively drive mortgage performance and track MI to ensure that all personal and team sales performances exceed plan
Requirements
  • As an Adviser you must already hold CeMAP qualification or equivalent
  • Communicate confidently and professionally with customers
  • Seeking out and building on effective working relationships with key stakeholders within and outside of the immediate business area
  • Delivery of satisfactory compliance and quality measures
  • Have experience of personally complying with business processes, rules and regulations
  • Track record in the Mortgage and Lending environment

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