- Provide an excellent advised mortgage service so that the most suitable advice is given and a positive customer experience is received throughout
- Be a point of escalation for teams across the business to refer customers to and where specialist regulated advice for a customer is in the customer's best interests
- Accurately assess and analyse individual customer needs and circumstances so that the required information is obtained and recorded to provide a suitable recommendation
- Accurately assess customer documentation, applications and affordability for customers so that business is conducted within the prescribed lending policy and criteria
- Consistently provide a high level of service to all customers to achieve customer goals and to ensure a seamless advice and application process is delivered, which results in positive customer outcomes
- Be proactive with continual professional development of the Regulated Mortgage market and wider industry to allow for identification of where Together's products may not be the best outcome for the customer
- CeMAP or equivalent recognised qualification
- Proven track record of providing advice within a regulated customer service environment
- Able to understand, interpret and explain complex information, including financial information to enable the customer to understand the recommendations being made to them
- Excellent compliance record with a detailed understanding of compliance and regulatory requirements
- Strong interpersonal and communication skills
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Buy & sell holidays
- Discretionary annual bonus
- Matched pension contribution
- Life assurance
- Critical illness cover
- Health cash plan
- Private medical insurance
- Free access to company holiday homes
- Travel season ticket loans
- Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
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Mortgage Advisor - Cheadle, United Kingdom - Together
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Description
Job DescriptionAs a Mortgage Advisor, you will be responsible for ensuring suitable advice is provided in a professional and customer focussed manner which meets customer expectations and delivers positive customer outcomes. To deliver an outstanding service to existing and new customers.
As a Mortgage Advisor, we are looking for someone to:
Essential
Benefits working at Together
Together Money embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.
We care that you have a great experience with us at Together, if you need us to make any reasonable adjustments to make your experience easier, please let us know and we'll do all we can.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.