About Our Client
* A nationally acclaimed leading Financial Services business who provide services in Financial and Wealth Planning, Mortgages and Protection.
About the role
* Provide support and advice to clients with their mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.
* This opportunity will be mainly desk based, working from Bromsgrove, where you will utilise video conferencing tools, e-mail and telephone contact with clients.
Duties include;
* Develop an understanding of company strategy and core values.
* To comply with advice process and maintain regulatory competence and KPI standards.
* Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes.
* Acquire new clients, from referrals, professional introducers and company lead generation programmes.
* Guiding clients through the buying process which may mean liaising with solicitors and estate agents as well as your clients.
* Developing and maintaining good client and introducer relationships through client meetings and ongoing feedback to the team and Contact Centre.
* Ensuring all activities are completed in a timely, compliant manner.
Candidate requirements;
1. Minimum CeMAP qualified (or equivalen...