MORTGAGE ADVISOR - HORSHAM - £25K - £30K
Our multi-award-winning mortgage broker, based in West Sussex, is expanding and looking for a professional Mortgage Broker.
Responsibilities include:
1. Completing full fact-finds to establish the best product solution.
2. Selling a fee for my client's service, where appropriate, prior to booking appointment.
3. Obtaining relevant supporting documentation required, including ID, proof of address, pay and account information, etc.
4. Creating a file on the company's CRM system.
5. Ensuring that all compliance requirements are fully and accurately followed.
6. Researching the mortgage market to find the most appropriate lender(s).
7. Discussing options and agreeing best way forward with the client.
8. Recommending appropriate insurance protection and sourcing from available providers.
9. Arranging for the completion of relevant applications, referring to other advisers for sign off (if appropriate).
This will be a busy role and you will need to ensure that leads are quickly contacted, efficiently progressed, and that you consistently deliver a positive customer experience.
Other key tasks may include:
1. Diarising contact to follow-up leads that are seeking help in the future.
2. Robustly contacting diary leads in a timely fashion to progress or re-diarise as appropriate.
3. Communicating and establishing courteous relationships with all clients.
4. Building strong relationships.
5. Acting as a strong advocate for the company and a role model to colleagues.
6. You will benefit from full Admin Support; however, you may be required to carry out administrative tasks from time to time.
#J-18808-Ljbffr