Mortgage Adviser

4 days ago

Swansea, United Kingdom HSBC Full time

Mortgage Adviser, Hybrid/Swansea

The Mortgage Adviser will provide a range of services to HSBC customers supporting key life events such as buying a first home and home improvements. This service is offered either by telephone or ZOOM and across various in person hub locations.

The Mortgage Adviser will establish and grow our mortgage and protection business, and will provide a professional advice service to both new and existing customers. Key to the role is the delivery of high quality, customer driven service by identifying customer needs for mortgage and mortgage related protection products and provide advice and services to meet those needs.

In this role you will:

- 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
- Develop and build effective working relationships with key stakeholders within and outside of the immediate business area

Requirements
- As an Adviser you must already hold RO1 / CF1 and CF6 (or CeMAP 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
- Flexible working with a working pattern to support operating hours of 8am-8pm Monday -Friday and 9am-6pm Saturday and Sunday

This is a hybrid working opportunity in the Swansea area, you must be in commutable distance and able to travel to Enterprise Park, Swansea, SA6 8RE branch as required.

You’ll achieve more when you join HSBC.

Telephone: +44 2078328500.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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