Mortgage Advisor

Rock Recruitment Solutions Limited
£25k - £33k pa
09 Nov 2017
09 Dec 2017
Contract Type
Full Time

Mortgage Advisor

Location - Wimborne

Salary - £25,000 - £33,000

Rock Recruitment are delighted to be working with a forward thinking, culture lead financial services organisation, looking for an experienced, customer focused Mortgage Advisor to join their team. You will be an advocate for delivering the best service to new and existing customers, as well as having expert product knowledge.


Take incoming & outbound calls to deal with all leads, internet communications from the general public or existing customers enquiring about mortgages and other business opportunities

Identify and sell Mortgage and General Insurance products to new and existing customers, as well as advising on affiliated products.
Sell mortgage products to existing products, building excellent relationships with them to ensure they renew at the end of their deal period.
Build excellent customer relationships, aiding with any queries throughout the process.
Produce leads for all company products and services.
Identify needs of customers, ensuring to best possible mortgage options are provided to them.
Accurate and detailed maintenance of CRM system.

Keeping up to date with all protection, mortgage and mortgage related products and any related financial issues

Staying in touch with existing customers to ensure they are happy with their product and to maximise the chance of additional referrals

Comply with the company's quality standards including sales and credit quality policy and procedure


CeMap Qualification
Thorough understand of Mortgage advice regulations (MCOB)
Proven experience in Mortgage Advise/Sales within the financial services sector
Excellent knowledge of mortgage related insurance and their purpose
Someone that will always put the customer first, and passionate about delivering a top class service
Excellent written and communication skills

If you would like more information regarding this role or would like to apply please submit your CV, all applicants will be treated in the strictest of confidence.

Thanking you in advance for your application.

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