Mortgage Adviser - Gloucester, United Kingdom - Benefact Group

Benefact Group
Benefact Group
Verified Company
Gloucester, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Working hours:35 hours per week, Monday to Friday


Duration:12 month maternity cover


Location:
Gloucester


Job Ref:202232


About the role:


Ecclesiastical Financial Advisory Services, who are proudly part of
Benefact Group, an experienced CeMAP (or equivalent) qualified
Mortgage Adviser to join our
Gloucester based team


This is a fantastic opportunity to join a forward-thinking business, that is looking to maintain its position as a trusted mortgage adviser to our target market and to further promote and grow the mortgage advice service that EFAS provides to the core customers of Benefact Group.

The role is predominantly telephone and videoconference based.


Key responsibilities
***:

  • Develop and maintain relationships with existing, new and prospective mortgage customers in order to achieve agreed business and personal objectives
  • Provide a fully compliant end to end independent whole of market mortgage advice service in accordance with all appropriate regulations and standards of service whilst maintaining professional standards at all times
  • Maintain accurate up to date documentation and records for all activity and client work undertaken, including preparation of suitability reports, ensuring that office systems are followed and updated at all times
  • Work effectively and collaboratively with other EFAS team's and team members
  • Provide effective representation of EFAS and customers on external forums including client seminars and meetings with key stakeholders and lenders, as required.

Knowledge, skills and experience
***:

  • Proven experience as a whole of market mortgage adviser advising on a full range of mortgage solutions (advisers currently working with a limited range of products also considered)
  • Track record of delivering business and personal objectives
  • Experience of using mortgage source systems such as Mortgage Brain
  • Experience of using financial adviser backoffice systems such as Xplan or Intelligent Office
  • Must hold and maintain Certificate in Mortgage Advice (or equivalent)

What we offer:


  • A competitive salary let's discuss it
  • Flexible working
  • Group Personal Pension up to 12% employer contribution
  • Generous annual bonus scheme up to 24%
  • 25 days annual leave plus bank holidays, and a holiday buy and sell scheme
  • An array of health and wellbeing benefits, including private healthcare, income protection and life assurance
  • Up to £300 annual personal grant to a charity of your choice
  • Encouraged to take at least one volunteering day per year
  • Employee Assistance Programme
  • Full study support to gain professional qualifications

About us*:


Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK's 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size.


We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development.

Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.


  • If you need any additional support during the recruitment process, then please let us know._
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