Mortgage Consultant/Advisor - Bristol - Salary Competitive

Recruiter
LK Business Services Limited
Location
Yate
Salary
25000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

A fantastic opportunity for a person to join this very successful company based in Bristol for a Mortgage and Protection Advisor/Consultant

You must be FPC or CFP equivalent - CeMAP qualified¨

Formulate and agree a business plan each year in conjunction with the Managing Director

¨ Ensure that individual sales target is met or exceeded each month

¨ Identify and maximise new sales opportunities and take appropriate steps to secure the business

¨ Contribute to the overall growth of the team by spotting cross-sales opportunities and developing introducer relationships.

¨ Deliver the highest quality of customer service to clients on an ongoing basis, as dictated by client needs.

¨ Develop and maintain strong relationships with new and existing clients

¨ Hold client meetings at company premises, client home or other location specified by the client.

¨ Conduct client meetings and produce suitable recommendations in line with sales process

¨ Formulate and agree a contact / relationship management strategy in conjunction with the Managing Director

¨ Develop and maintain strong relationships with new and existing Mortgage Brokers.

¨ Meet and maintain a compliant stance in all processes

¨ Manage activity and administration to demonstrate best practice that will meet or exceed regulatory requirements

¨ Ensure all company procedures and guidelines are adhered to

¨ Maintain detailed record of all CPD activity

- FPC or CFP equivalent

- CeMAP qualified

- Knowledge of mortgage types and other financing

- Ability to formulate and present solutions