Mortgage & Protection Adviser
Aberdein Considine are looking for an experienced Mortgage Adviser to join our team in Glasgow/ Stirling. The ideal candidate will provide mortgage and protection advice in a compliant manner as detailed in the firm’s compliance manual and procedures. They will also ensure an outstanding client experience is delivered on every mortgage and protection case.
ROLE OF DEPARTMENT
* Provision of Mortgage and Protection advice.
* To put the needs of our clients first at all times without exception.
JOB PURPOSE
* Provision of Mortgage and Protection advice to our clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
* Ensure an outstanding client experience is delivered on every Mortgage and Protection case.
GENERAL RESPONSIBILITIES
* Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
* Adhere to the relevant compliance, TCF, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
* Keep up to date with all relevant product, legislative and technical changes.
KEY RESPONSIBILITIES
* Contact pre-booked appointments and potential clients in accordance with the firm’s business plan/supervisor’s guidance.
* Ensure sufficient client information is obtained and analyse information gathered.
* Undertake sufficient product and market research and ensure suitable recommendations are made on Mortgages and Protection.
* Ensure all supporting documentation is maintained.
* Attain and maintain level of competence as required by the firm (CAS).
* Maintain all standards of performance as required by the firm.
* Communicate with other professionals, such as estate agents, solicitors, and valuers.
* Ensure relevant CPD is maintained and recorded accurately.
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