Mortgage Advisor - Wimborne - Up to £32,000 DOE

Bond Williams Limited
£28k - £32k pa
08 Nov 2017
16 Nov 2017
Contract Type
Full Time

Mortgage Advisor - Wimborne - Up to £32,000 Depending On Experience

Our client, a leading financial company based Wimborne, are currently looking for an experienced Mortgage Advisor to join their team.

Your duties will include:
·Receive incoming calls to deal with all leads, internet communications from the general public or existing customers enquiring about mortgages and other business opportunities.
·Make outbound calls to follow up leads received via the internet, from the general public or existing customers with a view to securing or retaining mortgage and other peripheral business.
·Make calls to customers at the end of their initial deal period or redeeming borrowers with a view to growing retaining business.
·Manage own tracking system.
·Advise customers and provide explanations as necessary and required under the Mortgage Conduct of Business and Insurance Conduct of Business Rules.
·Following up all enquiries within agreed service levels.
·Keeping up to date with all protection, mortgage and mortgage related products and any related financial issues, as well as with competitor products so that honest and fair comparisons can be made when requested.
·Ensure all sales quality is completed and sent to the customer within timescales.
·Once mortgage or retention application is received, deal with any queries clients may have and maintain contact with customers throughout whole process.
·Provide clients with illustrations on Legal & General Building & Contents insurance, completing all necessary paperwork prior to dispatch and following up with client to check understanding.
·Secure and pass on life, conveyancing and protection needs.
·Provide Service and Sales Manager with all MI as requested.
·Input accurate records of customer contact details/requirements.
·Being self-motivated and proactive in tracking sales targets and figures to ensure that all personal and team sales targets in mortgages, life protection and general insurance products are achieved.
·Staying in touch with existing customers to ensure they are happy with their product and to maximise the chance of additional referrals.

Experience required:
·CeMap or equivalent qualification.
·Comprehensive understanding of mortgage advice regulations.
·Minimum of 3 years advised sales experience. ·Mortgage Sales/Advice experience within the Financial Service Sector.

Benefits:·27 days holiday plus the Bank Holidays·Free parking·Annual bonus·Pension matched up to 10%

If you are interested in the Mortgage Advisor role or would like more information please contact *******************************.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

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