Mortgage Adviser

4 weeks ago

Bath, United Kingdom HSBC Full time

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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 in the branch location.

As an advisor you 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 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 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 Track record in the Mortgage and Lending environment Flexible working with a working pattern to support operating hours of 9-5 Monday – Saturday

This role is branch based in Southgate - Bath

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