Mortgage Broker

Coast Specialist Recruitment
16 Apr 2017
16 May 2017
Contract Type
Full Time

Role Brief:

To provide quality mortgage advice to clients o four client,, across the South East of England. To service the client’s needs thoroughly, and provide advice in a professional, compliant, and efficient manner, whilst achieving minimum standards of performance across all key areas expected of an adviser. Sales would mostly be conducted in the client’s home, and therefore travel is an integral part of the role, as is the flexibility of providing appointments in the evening, and on Saturdays.

  • 5 day working week,

  • Working hours of 9-6, with the requirement of 2 evening appointments per week

  • 4 week’s holiday per annum, plus Bank Holidays

  • OTE £50-£55k


Key Competencies:

  • CeMAP qualification (or industry recognised equivalent)

  • Team player, able to effectively interact with all departments

  • Ability to work well under pressure, and within tight deadlines

  • Efficient and organised

  • Target-driven

  • Client-focussed

  • Highly compliant

  • Good communication skills - both oral and written

  • Good IT skills

  • Clean Driving Licence

Measures of Performance:

  • Achievement of minimum Key Performance Indicators in all aspects of written and banked business

  • Achievement of minimum compliance standards as laid out by the Company, and it’s regulators, and adherence to the principle of Treating Customers Fairly.

  • Identifying and converting opportunities to refer Pension, and Investment business to our sister IFA company

  • Finalising cases and administrating paperwork within set deadlines

Key Accountabilities:

  • Responsibility to address all clients’ financial needs, and recommend and arrange a suitable package of solutions within a set sales process.

  • Responsibility to ensure that all sales are conducted in an efficient, compliant manner, and in accordance with Company’s compliance process.

  • To respond quickly and positively to any request from a department or Manager within our client , and demonstrate flexibility in approach to work where this is required.

  • Assisting the Management where required with the continual development of strong relationships with the Company’s key introducers

  • Always conducting business, and acting in a way that represents our client, and the ethos of the Company well at all times.