Reports to: Operations Director Job Summary Responsibilities & Duties Respond to prospective client enquiries about Mortgage and Protection products Build relationships with existing clients and develop a portfolio of new clients Completion of a comprehensive Fact Find Advising clients on the homebuying process and managing expectations Explaining the different types of mortgage and providing suitable, tailored advice to clients Explaining and selling mortgage, income protection, Life, CIC, IP and Household protection products Sourcing mortgages and quotations associated with life insurance, CIC and income protection Reviewing a number of mortgage options for the client to compare Preparation of accurate Suitability reports Managing mortgage and protection cases, from packaging and submission to completion Submitting documents and keeping clients informed with regular case updates Dealing with estate agents, valuers and mortgage lenders to ensure business is processed smoothly Liaising with and managing solicitors and legal teams whenever necessary Keeping up-to-date with new products and lending criteria Offer Subject Matter Expertise to fellow Financial Advisers Ensuring cases adhere to both FCA and Openwork’s compliance and regulation Submission of data to Concert Meeting sales targets Contribute to the development of the business Maintain awareness of the latest regulatory changes Completion of continuing professional development (CPD) each year as required to meet compliance requirements Maintaining and reporting accurate information such as Pipeline reports Upholding the professional reputation of the business at all times Providing assistance with any task for which the jobholder is qualified by way of knowledge and experience Skills & abilities The confidence to work with numbers and explain them to clients The ability to explain complex information clearly and simply IT literate, especially in MS office and Concert (training will be provided on Concert) The drive and motivation to meet targets Strong verbal and written communication skills A pleasant and confident telephone manner A strong eye for detail Excellent organisational skills A team player Qualifications & experience You must be R01, R05, CeMAP/CF6 and ER1 qualified with at least three years’ experience in a similar role.