Job Title – Mortgage Advisor
Department/Sector – Property
Job Location – London, Essex, Kent
Salary – Basic dependant on experience with a £100k OTE
Our client has a fantastic opportunity for the role of Mortgage Advisor.
Your role will be to provide quality mortgage advice to clients, across the region of London, Essex or Kent, to service the client’s needs thoroughly, and provide advice in a professional, compliant, and efficient manner, whilst achieving minimum standards of performance across all key areas expected of an adviser.
Responsibilities:
* Responsibility to address all clients’ financial needs, and recommend and arrange a suitable package of solutions within a set sales process.
* Finalising cases and administrating paperwork within set deadlines
* Responsibility to ensure that all sales are conducted in an efficient, compliant manner, and in accordance with Company’s compliance process.
* To respond quickly and positively to any request from a department or Manager within the company, and demonstrate flexibility in approach to work where this is required.
* Always conducting business, and acting in a way that represents the brand and the ethos of the Company well at all times.
* Assisting the Management where required with the continual development of strong relationships with the Company’s key introducers
* Achievement of minimum Key Performance Indicators in all aspects of written and banked business
* Achievement of minimum compliance standards as laid out by the Company, and it’s regulators, and adherence to the principle of Treating Customers Fairly.
* Identifying and converting opportunities to refer Pension, and Investment business to our sister IFA company
Skills required:
* CeMAP qualification (or industry recognised equivalent)
* Ability to work well under pressure, and within tight deadlines
* Team player, able to effectively interact with all departments
* Efficient and organised
* Target-driven
* Client-focussed
* Highly compliant
* Good communication skills – both oral and written
* Good IT skills
* Clean Driving Licence
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