Mortgage Consultant - Asset Management Business
Our client is a national wealth manager currently seeking to recruit for a Mortgage Consultant to join their financial planning operation based in Mayfair.
Our client seek a professional mortgage advisor who is CeMap qualified, totally focused on customer excellence and able to exceed business expectations.
This is a front line role where you’ll provide specialist advice on our Clients’ largest purchase, delivering tailored mortgage and protection solutions whilst ensuring that your colleagues are armed with the skills and knowledge they need to make effective referrals.
The ideal candidate will demonstrate the following skills and experiences –
Cemap 1,2 and 3 or equivalent – Mandatory
Actively demonstrates competence with; MCOB, ICOB, TCF, data protection and other relevant policies
Thorough understanding of mortgage products
Effective use of computer based systems
Detailed knowledge of the mortgage process
Proven track record of mortgage advice and customer service orientation
Experience of providing mortgage advice within a regulatory framework
An excellent communicator able to demonstrate a high standard of telephony skills and the necessary skills required to overcome challenges of a non F2F environment
Proven track record of managing large caseloads through strong organisational skills
Professional and enthusiastic with proven negotiating experience
Proven ability to work to deadlines and targets
Able to operate outside of own personal objectives & work in a team to achieve business objectives and maximise opportunities
PC literate and able to work across a range of systems