Mortgage and Protection Adviser - St. Albans, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

St. Albans, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently looking for a Mortgage and Protection Adviser to join our clients, an established property business based in the Harpenden area.

They aim to make the home-buying process as simple as possible. They purely specialise in mortgages and do itbrilliantly - day in, day out. Dealing with all major UK lenders, they will always source the best solution. They also offer clients ancillary property or mortgage-related products such as buildings & contents and mortgage protection.

Working hours:

Monday
Friday 8:30 am 6:00 pm with an hour lunch.
Some Adhoc Saturdays where needed for external appointments.

The successful Mortgage and Protection Adviser will be offered:

£25,000
£32,000 Basic + a strong commission structure on a sliding scale.

- £50,000 - £70,000 OTE

Additional Benefits package.
Finance Coaching
Life Coaching
Free Lunches

To be considered for the Mortgage and Protection Adviser role you must have:

Excellent attention to detail and analytical ability
Selfmotivated with an appetite to learn
Effective, confident communication skills with an ability to 'close'
Excellent customer service skills
Flexible, reliable, committed
Team player
Excellent time management
The highest compliance and strong prioritising/organisational skills.
Be culturally aligned with the company values
C11 paraplanner qualification encouraged
CeMAP qualification encouraged

As a Mortgage and Protection Adviser, your role will involve:

Liaising with Clients, Mortgage Advisers, Lenders, Solicitors and Estate Agents.
Encourage lead generation from branch staff
Calling selfgenerated opportunities from the database
Calling clients following leads from branches
Build great relationships with clients and colleagues
Distribution of Mortgage offers and tracking cases through to completion.
Photocopy, scan and file appropriate documents as needed, maintaining accurate records.
Comply with FCA regulations
Comply with company standards and policies, e.g., Data Protection, Financial Crime, Treating. Customers Fairly, Complaints Procedure etc.
Diarise and make followup calls
Preparing and maintaining the client file, taking factfinding information, receiving and uploading documents to the case, updating the case notes, helping the advisor to ascertain soft facts
Organising recommendations, carrying out research as per the advisor's request, preparing research and KFI's for the advisor to sign off

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.