Mortgage Advisor

JLD Recruitment Ltd
Southend-On-Sea, UK
Closing date
30 Oct 2020

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Contract Type
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Mortgage Advisor

Location: Southend on Sea, Essex

Salary: Competitive salary plus commission

Hours: Core hours 9am - 5:30pm (flexibility required)

  • To be first point of contact for customers - Providing excellent customer service at all times
  • To identify best fit mortgage solutions for customers
  • Present mortgage and protection advice to customers
  • File mortgage applications
  • Follow mortgage applications through to completion
  • General administrative duties
  • To comply with all requirements, recommendations or regulations, as amended from time to time, of the Financial Conduct Authority ("FCA") and all regulatory authorities relevant to the Company.

People Specification:
  • You must be a member of the Chartered Insurance Institute (CII)
  • You must hold a Certificate in Mortgage Advice (Cert MA) or CEMAP

Candidates must:
  • Be personable and highly motivated to achieve
  • Be able to build rapport with people over the phone
  • Have effective questioning techniques to gather and understand individual customer circumstances
  • Understand the mechanics of lending money (interest rates, credit history, regulatory requirements etc)
  • Understand how to navigate the mortgage process
  • Be able to present information in a confident, straightforward way
  • Have a good attention to detail
  • Be able to scenario plan for different sets of circumstances

Experience: Essential

12 months experience of working in a Mortgage Adviser role
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