Mortgage and Protection Advisor

Recruiter
AM Recruitment Ltd
Location
Middlesbrough, UK
Salary
Competitive
Posted
12 Aug 2019
Closes
09 Sep 2019
Ref
1233074225
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
As a mortgage and protection advisor you are responsible for helping clients and advising them on the most suitable mortgage and insurance products that meet the regulatory requirements and the needs of the customer.

Key Responsibilities:

·Meeting performance targets set out by the client.

·Ability to drive referrals from branch network

·Provide high quality professional mortgage advice and explain different types of mortgages available to the client.

·Explain required insurance products so that clients can make informed choices.

·Help the client through the home buying process.

·Communicate with estate agents, mortgage lenders, solicitors and insurance providers.

·Ensure all regulatory documentation completed within the required timescale and meeting the quality standards set.

·Support additional income streams such as referrals for wills, conveyancing etc Follow any training and development plan agreed to improve performance.

·Adheres to all company policies and procedures as set by Company.

·Embrace company values and promote them effectively.

·Embrace company ethos in treating customers fairly.

·Maintain knowledge of the financial services industry and knowledge that is deemed necessary

Key Skills required:

·Good communication and listening skills.

·Organised and target driven.

·Willingness to learn new skills.

·The ability to explain complex information clearly and simply. Excellent customer service skills.

·Honest and trustworthy attitude. Respect for confidential information.

·CEMAP 1,2 & 3.

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