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Mortgage Advisor - Whole market access within a leading agency 
(Job)

cv-libraryListing Owner's Avatar |  | Ok (0.0 of 5)


 | United KingdomCobham, United Kingdom

Ref:
CV-LIBRARY-44Z5A
Direct:
Posted On:
18 September 2018
Company:
CV-Library
Category:
Banking & Insurance/Insurance
Salary range:
£22500.00 - £35000.00 per Annum
Work Type:
Permanent
Work Time:
Full Time
Tags:
job,cv-library,united-kingdom

Description 

Mortgage and Protection Advisor

An exciting opportunity to join once of the leading financial services providers in the UK.
The role will require you to be accountable for the entire sales process ensuring that clients are given reliable, professional advice - allowing them to select the most appropriate mortgage product for their requirements.

Key Responsibilities:
·Meeting performance targets.
·Ability to drive referrals from branch network
·Fact find effectively to establish the client’s current finances and future aspirations.
·Provide high quality professional mortgage advice and explain different types of mortgages available to the client.
·Explain required insurance products so that clients can make informed choices. Help the client through the home buying process.
·Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
·Ensure all regulatory documentation completed within the required timescale and meeting the quality standards set.
·Support additional income streams such as referrals for wills, conveyancing etc Follow any training and development plan agreed to improve performance.
·Adheres to all company policies and procedures as set by Company.
·Embrace company values and promote them effectively.
·Embrace company ethos in treating customers fairly.
·Maintain knowledge of the financial services industry and knowledge that is deemed necessary
·Keeping up to date with monthly CPD in line with the FCA requirements

Key Skills required:
·Good communication and listening skills.
·Organised and target driven.
·Willingness to learn new skills.
·The ability to explain complex information clearly and simply. Excellent customer service skills.
·Honest and trustworthy attitude. Respect for confidential information.
·CEMAP 1,2 & 3 or CERT CII or equivalent.

In return, you can expect to receive:
·Uncapped commission earnings
·Dedicated administration support.
·On target earnings of £100,000 + car allowance
·Full & ongoing sales and protection training

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Benefits: £100k OTE + Car allowance