Mortgage & Protection Adviser - Lee-on-the-Solent, United Kingdom - VIBE Mortgages & Protection

Description

About us
We are fast-paced, supportive and rewarding.


Our work environment includes:

• Modern office setting
• Workfromhome days
• Growth opportunities

Role:
Regulated Mortgage Advisor


Salary:
£25k salary + commission (uncapped)


Hours per week: 35hrs


Reporting to Kim McGinley, Director


Job Purpose:

VIBE Mortgages & Protection raises the bar for all property-based financial services by re-defining industry standards and emerging as the first and only choice for anyone seeking a broker to partner with.

We achieve this by providing a first-rate service to all our clients, helping them to realise their dreams of property own
- ership and making it possible for them to dare to dream even bigger

Our Regulated Mortgage Advisor plays a crucial part in helping us to deliver our service by sourcing and ar
- mission to completion and liaising with Case Managers.


Key Responsibilities

• To undertake initial advisor calls with potential clients to factfind, recording the outcome of those conversations on our in house CRM systems
• To source appropriate finance options from a dedicated panel of lenders using best practice.
• Undertake the key research requirements into complex cases to ensure correct lender appointment from the outset
• To pass our own Networks standards to achieve CAS Status (whether CAS status currently or not)
• To meet with lenders on a regular basis to build relationships & stay up to date with criteria changes.
• To proactively assist our clients and partner introducers to answer any queries they may have.
• To update internal spreadsheets/documentation with the required information accurately.
• To maintain client folders, documentation, and inhouse CRM systems, ensuring information is accu

- rate and stored in line with our GDPR policies.

• To identify inefficiencies and suggest processes to overcome them.
• To generate own client leads as well as working with leads provided by VIBE.
• To proactively contribute to the achievement of both individual and company weekly, annual and monthly targets
• To positively represent the company by attending training courses, networking events and lender meetings.

General duties and Flexibility
To willingly undertake any other tasks as reasonably requested in line with this Job Description.

To willingly undertake training relevant to developing competency in a Specialist Finance role.

To comply with all employee policies and procedures of VIBE Mortgages.

This job description is indicative of the range of current duties and responsibilities for the post, it is not com
- prehensive. It is inevitable that the duties will change to reflect the evolving needs of our business and it is essential therefore that it is regarded with a degree of flexibility, so that needs can be met. All changes will be discussed with the post holder.


Person Specification
Knowledge and Full CeMAP qualified (1,2 & 3) qualifications CAS Status preferred (minimum 2yrs experience)

Good standard of verbal and written English.

Exemplary approach to customer care and experience of working with a case
- load of clients.

Excellent IT skills (Word and Excel essential).

Skills and experience Keen eye for detail, able to proofread documents and spot errors.

Able to work effectively as part of a team, with helpful attitude and strong communication skills.

Able to prioritise tasks in accordance with urgency and importance.

Reliable with good time keeping skills.

Positive, can-do attitude with a solution focused approach.

Well organized and methodical.

Committed to undertaking ongoing personal and career development.

Always willing to go the extra mile.
Personal Attributes Flexible and adaptable to cope with the fast-paced and exciting nature of working for a start-up.

Well-presented and dresses appropriately for an office environment with a friendly and positive attitude.

Self-motivated and confident to work unsupervised, asking questions if un
- sure in order to confidently complete tasks.


All VIBE Mortgages employees will be asked to review and adhere to our VIBE positive behaviors.

This helps us to make sure we build a tribe with the right VIBE

Salary:
£25,000.00-£60,000.00 per year


Benefits:

• Company events
• Company pension
• Free parking
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• LeeontheSolent: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Do you hold a valid UK driving licence?

Experience:

Mortgage Advising: 2 years (required)

Work Location:
Hybrid remote in Lee-on-the-Solent