This role is with a modern financial services organisation with a growing national presence due to its digitisation strategy. Based within the head office where there is a warm, friendly, open, and fun culture, the role will involve conducting new business/ retention advised sales interviews for mortgages and associated products and services. This role is offered on a hybrid working basis.
Responsibilities of the Mortgage Advisor
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Giving fair mortgage advice to customers
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To attend regular CPD sessions, keeping updated on criteria changes, U/W changes
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Full adherence to the T&C scheme, with feedback given form the T&C supervisor
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Holding mortgage appointments in line with MCOB regulations
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Sound understanding of the mortgage criteria and effective use of the referral system
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Contact borrowers towards expiry of their incentive/ maturing period to advise of alternative products and endeavour to sell additional products.
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To undertake new business/retention advised sales interviews for mortgages and associated products and services.
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To maintain a focus on building the brand and maintain a thorough working knowledge of Society mortgage lending policy and regulatory requirements.
Requirements of the Mortgage Advisor
Benefits Include
• Bonus
• Pension Scheme, including Pension Salary Sacrifice
• 25 days holidays, plus Bank Holidays (day off for your birthday & Christmas Shopping!)
• A friendly relaxed environment with regular social activities
• Flexible Working
• Free Refreshments and Healthy Snacks
• Sabbatical Leave
• Free Eye Tests
• Professional and Personal Development
• Life Insurance x 6 times salary
• Community Volunteering