Mortgage and Protection Advisor

2 weeks ago

Glasgow, United Kingdom Rettie and Co. Full time
Key details

Location: Byres Road, Glasgow (office based)

About the role

We have a fantastic opportunity for an experienced Mortgage and Protection Advisor to join our successful Rettie Financial Services team, and be part of our ongoing growth ambitions. 

Based in our Glasgow West End office, you’ll be the dedicated Mortgage and Protection Advisor for our West End Branch.  

Our dynamic office in Glasgow’s West End is perfectly placed to help with a range of property requirements within an exciting niche market. Working closely with the West End sales team, you’ll contribute to our ongoing success by providing whole of market mortgage and protection advice and holistic financial planning to clients.

About you

You’ll already be an established mortgage and protection advisor (CMAP qualified or equivalent). 

As well as having the required technical knowledge and understanding of regulatory and compliance procedures, you'll demonstrate key strengths in customer focus, collaboration, communication, problem-solving, and planning & organising. Bringing a positive mindset to everything you do; you'll strive to go above and beyond and be self-motivated to meet and exceed targets.

Key responsibilities

Delivering exceptional service

  • Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience.
  • Responsible for meeting and exceeding your personal targets and contributing proactively to the team targets
  • Actively promoting and building the business through prospecting/ contacting potential clients in accordance with the firm’s business plan, and developing and identifying new business opportunities
  • Undertaking sufficient product and market research to make suitable recommendations to our clients and offer a great client experience
  • Reporting and keeping in regular contact with clients by maintaining a robust follow up of all financial sales opportunities
  • Being proactive in identifying and dealing with any issues raised by clients in order to ensure an exceptional service experience
  • Trained to expert standard on sales database (CRM) and proactively uses the database functionality by recording accurate and detailed customer information.
  • Generating positive customer reviews (Google Reviews etc.)
  • Attaining and maintaining required levels of competence as required by the firm (CAS)
  • Taking a proactive approach to continuous personal development, keeping up to date with changing legislation, actively seeking opportunities to develop skills and capabilities required for the role
 
Compliance & Administration
  • Understanding regulatory compliance requirements and responsible for ensuring all required documentation is received and processed to meet regulatory requirements:
  • Conducting business with integrity, due skill care and diligence, retaining accountability for advice quality.
  • Responding promptly to compliance feedback
  • Ensuring all customers are treated fairly with clear and suitable advice. A duty of care is demonstrated to vulnerable customers and reasonable measures are taken to evidence understanding of information given.
  • Awareness of Anti Money Laundering Regulations and financial crime issues relating high risk countries or countries linked to terrorism
  • Responsible for ensuring accuracy of data input by yourself into CRM
Key requirements

Essential

  • CMAP Qualified or equivalent
  • Whole of market mortgage and protection experience
  • Detailed knowledge and understanding of compliance procedures including record keeping requirements.
  • Proven ability to deliver exceptional standards of customer service
  • Proven ability to deliver financial targets and KPIs
  • Proficient in the use of IT systems including MS Teams, Word, Excel & Outlook
Desirable
  • Knowledge of the Glasgow housing markets
  • Full UK Driving Licence
  • Prior experience of Customer Record Management (CRM) or a comparable database
About us

When you join Rettie you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determination, Dependability and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we aspire to cultivate and grow diverse, capable teams in an environment which will help you realise your career potential.
 
 

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