MortgageandProtectionAdvisor
Permanentposition
BasedinGlasgowonsite
Wearecurrentlyseekingamotivatedanddetail-orientedMortgageandProtectionAdvisortojoinourclientsteam. AsaMortgageAdvisor,youllplayakeyroleinhelpingindividualsandfamiliesfindtherightmortgageandprotectionsolutionstailoredtotheirneeds.Youllguideclientsthroughtheprocessfrominitialenquirythroughtomortgageoffer,workingcloselywithlendersandotherkeypartners.
KeyResponsibilities
* Delivertailoredmortgageandprotectionadvicebasedonclientsfinancialsituationsandgoals.
* Handleenquiriesthroughvariouschannels:phone,email,video,andin-person.
* Maintaindetailedandcompliantclientrecordsthroughoutthemortgagejourney.
* Recommendsuitableproductsfromacomprehensiveorwhole-of-marketrange.
* Liaisewithlenders,underwriters,estateagents,andsolicitorstoprogresscasessmoothly.
* Keepup-to-datewithcurrentmortgagerates,lendingcriteria,andregulatoryupdates.
* Workproactivelyduringboth6-dayand4-dayworkingweeks,includingSaturdays.
Requirements
* CeMAP(orequivalent)qualificationessential.
* Experienceinadvisingonmortgagesandprotectionproductspreferred.
* Confidentcommunicatorwithacustomer-firstmindset.
* Organised,self-motivated,andcapableofmanagingabusycasepipeline.
* Comfortableworkingonarotatingschedulethatincludesweekends.
* Proficientinusingmortgagesourcingtools,CRMsystems,anddigitalcommunicationplatforms.
JBRP1_UKTJ