Mortgage and Protection Adviser - Ormskirk, United Kingdom - Richard Bamber and Company

Richard Bamber and Company
Richard Bamber and Company
Verified Company
Ormskirk, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Full time
Description

Overview:

Richard Bamber & Company is a reputable financial services company committed to providing expert mortgage advice to our clients. We pride ourselves on delivering exceptional customer service and tailored financial solutions.

As part of our continued growth and change, we are seeking a dynamic and CEMAP qualified Mortgage Adviser to join our team.


Pay:


  • OTE of £34,067 per annum
  • Enrolment into company bonus scheme if targets met

Key Responsibilities:


  • Conduct comprehensive mortgage consultations with clients to understand their financial goals, preferences, and circumstances.
  • Analyze and assess clients' financial situations to recommend suitable mortgage products.

Product Knowledge:


  • Stay updated on market trends, mortgage products, and industry regulations.
  • Provide accurate and uptodate information to clients regarding mortgage options.

CEMAP Qualification:


  • Utilize your CEMAP qualification to provide expert advice and guidance to clients throughout the mortgage process.
  • Ensure compliance with regulatory requirements and ethical standards.

Client Relationship Management:


  • Provide ongoing support and communication to address client inquiries and concerns.

Collaboration with Stakeholders:


  • Collaborate with external partners such as estate agents and solicitors to streamline the overall homebuying process.

Sales Targets:


  • Meet and exceed sales targets by effectively promoting mortgage products and services.
  • Identify opportunities for crossselling and upselling based on clients' financial needs.

Documentation and Compliance:


  • Ensure all client documentation is accurate, complete, and in compliance with regulatory standards.
  • Stay informed about changes in industry regulations and adapt practices accordingly.

Qualifications and Experience:


  • CEMAP qualification is mandatory.
  • Proven experience as a Mortgage Advisor in a similar role.
  • Strong knowledge of mortgage products, industry regulations, and market trends.
  • Excellent communication and interpersonal skills.
  • Resultsdriven with a proven track record of meeting and exceeding sales targets.

Job Types:
Full-time, Permanent


Pay:
£30,000.00-£35,000.00 per year


Benefits:


  • Company pension
  • Financial planning services
  • Free parking

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Experience:

Mortgage Broker: 1 year (required)


Language:


  • English (required)

Licence/Certification:

  • CeMap (required)

Work authorisation:

  • United Kingdom (required)

Work Location:
In person
More jobs from Richard Bamber and Company
See all jobs of Richard Bamber and Company