Mortgage Consultant/Advisor - Bristol - Salary Competitive
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