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Mortgage & Protection Advisor

Employer
Cherry Professional Limited
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Mortgage & Protection Advisor | up to £40,000 | Leicester | PermanentCherry Professional are pleased to be working with an established Financial Services company who are looking for a Mortgage & Protection Adviser. The client are a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection.Ideal Candidate:
  • The requisite technical knowledge and qualification required for the role (e.g. CeMap, lifetime mortgage, home reversion plan qualification)
  • Detailed knowledge and understanding of the firm's advice procedures including record keeping requirements.
  • Provision of mortgageadvice and services to clients in a compliant manner as detailed in the firm's compliance manual and procedures.
  • Always conform with the Financial Services and Markets Act 2000 and the relevant FCA rules and guidance.
Key Responsibilities:
  • Prospect and contact potential clients in accordance with the firm's business plan and supervisor's guidance.
  • Ensure sufficient client information is obtained and analyse the information gathered
  • Undertake sufficient whole of market product and market research.
  • Ensure suitable recommendations are made
  • Ensure all supporting documentation is maintained
  • Attain and maintain a level of competence as required by the firm
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately
  • Always comply with the relevant compliance, TCF, T&C and financial crime (anti money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm.
  • Keep up to date with all relevant product, legislative and technical changes.
Cherry professional is recruiting on behalf of the client. Have you also applied for the following roles, Mortgage Advisor, Protection Advisor, Financial Services.Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
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