Job Details

 

Mortgage Advisor

Ref: 5171 Salary: £75k Contract Type: PermanentLocation: Medway Towns (Gillingham, Chatham & Rochester)

Skill Set

CEMAP, Mortgage, Sales, Customer Service, Financial

A VERY EXCITING NEW ROLE - EMPLOYED MORTGAGE ADVISOR Up to £75,000 PA

My client is looking for a CeMAP qualified and experienced Mortgage Advisor to join their already professional growing and exceptional team. They are looking for a talented and passionate individual who is able to build a strong client bank and have the capacity and drive to help to support an existing client bank on a permanent, employed basis.

If you are a dedicated individual and strive for perfection and feel you have the experience required and want to work in a progressive modern Truly Independent Financial Advice based business

We are looking for a CeMAP qualified and experienced Mortgage Advisor to join our already professional growing and exceptional team. We are looking for a talented and passionate individual who is able to build a strong client bank and have the capacity and drive to help to support an existing client bank on a permanent, employed basis.

If you are a dedicated individual and strive for perfection and feel you have the experience required and want to work in a progressive modern Truly Independent Financial Advice based business then please apply as soon as possible. They have a great working ethos and are totally supportive of their staff and enjoy a friendly and professional working atmosphere in their unique offices. They value their staff and know the happier they are, the better their work will be. They make sure that everyone feels supported, challenged and inspired.

Purpose of the Role:

They are looking for a Cemap qualified individual to build a strong mortgage bank and have the capacity and drive to help to support an existing mortgage bank on a permanent, employed basis.

To enable the correct candidate to be the best they can be most leads will be provided. They will be looking for a real go-getter and someone who will endeavour to build their business through referral and networking.

The role holder will be responsible for providing accurate, professional, and sound mortgage and protection advice to both new and existing customers. They will be expected to work with the management of the company in order to reach sales and service targets set down by the Managing Director as part of a team of advisers. A client focused approach is required.

As an approved person you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA controlled function that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Statements of Principle and the Code of Practice. Additionally, you must ensure your compliance with all internal policies, procedures and standards.

The role holder will be expected to conduct client meetings face to face where possible but also via videocall when more suitable.

Key Responsibilities / Tasks

  • Make your clients confident and excited to join a flexible, client centric organisation with their long-term needs and requirements at the centre of all we do.
  • To act as the client’s principal mortgage and protection adviser providing support and education on all financial matters, providing the necessary advice, guidance and reassurance to them in achieving their longer term financial goals - Work with other professionals, ensuring the clients plans are implemented efficiently and effectively
  • Build your own mortgage bank through a variety of business development techniques.
  • Utilize your current network, client base and acquisition experience to generate 'NTB’ clients, which you will in turn be directly rewarded through the competitive performance-based bonus structure.
  • Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).

Work closely with a team of para-planners and administrators ensuring all recommendations, client records and MI is maintained and up to date.

Skills & Knowledge Required

  • A minimum of 2 years previous experience working as a mortgage Advisor is required
  • Cemap qualification is required
  • Excellent technical knowledge of protection, and mortgage market.
  • Proven experience of building strong customer relationships over the phone/ via videocall and in person
  • Experience using the "Intelligent Office" CRM system in financial services is desirable but not essential
  • Will have great IT skills and willingness to embrace technology.
  • Will need to be resourceful and have a 'can-do' attitude.
  • The willingness to learn new skills and be open-minded to change.
  • The ability to manage own workload and work to deadlines
  • The most Important attribute is the ability to put Clients at the centre of everything you do.

The behavioural competencies required:

  • Quality-focused with a Customer First approach
  • Ability to work to deadlines and targets
  • Excellent attention to detail

Please only apply if you fully match the skills and experience required. If you have not had contact from us within 72 hours of your application, due to receiving high volumes of applications, please assume that your application has been unsuccessful on this occasion.

Recruitment Solutions (Folkestone) Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job you accept the Terms & Conditions, Privacy Policy and Disclaimers which can be found on the RSFL website

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Consultant Details

For further information on this opportunity please contact:


Karen Gay

Tel: 01303 220844

Email: karen@rsfl.co.uk

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