Trainee Mortgage and Protection Adviser - Poole, United Kingdom - Tenet

Tenet

Verified Company

Poole, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An exceptional opportunity has arisen to join a well-established and flourishing Financial Services business based in Broadstone.

This is a genuinely rare opening for an enthusiastic and dedicated individual who has attained CeMAP or equivalent, to take part in structured training up to achieving CAS status, and to forge a career as a Mortgage Adviser.

As part of the development programme,you'll get the support and development you need to build your experience and to achieve Competent Adviser Status (CAS) for Mortgages and Protection.

As a qualified Mortgage Advisor, you will be providing customers a full advice and recommendation service for their mortgages service in accordance with their values, scope of regulatory, and compliance requirements whilst maintaining excellent customersatisfaction.

Duties And Responsibilities:

Dealing with new leads, from online enquiries/leadgeneration sites or existing customers enquiring about mortgages and other business opportunities and actively manage and track enquiries
Project a professional image to your customers and colleagues
Build strong customer relationships and provide an excellent customer experience
Maintain an excellent knowledge of the mortgage products, underwriting, affordability requirements and all other products offered
Understand what Treating Customers Fairly (TCF) means and embed this fully within your work
Attend events to promote products and services, as necessary
Be proactive to engage introducers and new business sources where possible
As your learning progresses you will have opportunity to increase the amount of contact you have with clients, over the telephone, face to face and out in the field.

Skills And Experience:

To be successful you will need to demonstrate: