Mortgage Broker
Whiteley
£27,000 - £32,000 base salary (depending on experience)
£60,000 OTE
Purpose of role - To competently provide mortgage advice to clients, as set out within the FCA’s rules and the firms procedures.
Responsibilities -
▪ To provide a mortgage advice service to clients.
▪ Identify and contact potential clients. Gather sufficient client information and identify client needs.
▪ Analyse information gathered and undertake sufficient research to make suitable recommendations.
▪ Complete all supporting documentation in an accurate manner.
▪ Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
▪ Attain and maintain competent status as defined by the FCA and the firm.
▪ Keep up to date with new products, technical or legislative changes within the marketplace.
▪ Comply at all times with the Compliance and Training & Competence Schemes/Procedures of the firm.
▪ Comply at all times with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons. ▪ Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the firm’s Training & Competence scheme.
▪ Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.
Skills / experience required -
• Previous experience in a mortgage advisory capacity.
• CeMap qualified
▪ Able to build and forge strong relationships.
▪ Strong communication skills.
▪ Analytical and ability to research.
▪ Numerical understanding.
▪ Ability to provide simple explanations.
▪ Provide an exceptional client service.
▪ Strong negotiation and influencing.
▪ Organised and effective time management.
▪ Ability to make effective decisions.
▪ Technical product knowledge in the mortgage and protection arena.
▪ Professional and ethical.
▪ Flexible approach to diary management, to meet client’s needs.
▪ Discretion.
▪ Self-motivated.
Apply online today or call the Crux team 01344 233 444.