Mortgage Advisor

25000.00 - 30000.00 GBP Annual + GBP25000 - GBP30000/annum
15 Sep 2017
13 Oct 2017
Contract Type
Full Time
Mortgage Advisor
Remuneration: GBP25k - GBP30k

Our client, a leading financial services provider on the south coast, is recruiting for a new regulated Mortgage Advisor. The purpose of the role is to identify, advise and sell Mortgage and General Insurance products to new and existing customers in line with their treating customers fairly policy, whilst also identify and advise on affiliated products.


• Receive incoming calls to deal with all leads and internet communications from the general public enquiring about mortgages and other business opportunities.
• Make outbound calls to follow up leads received via the internet or from the general public with a view to securing both mortgage and other peripheral business
• Make outbound calls to redeeming borrowers with a view to growing retaining business
• Manage own shopper tracking system
• Advise customers and provide explanations as necessary and required under the Mortgage Conduct of Business and Insurance Conduct of Business Rules
• Keeping up to date with all protection, mortgage and mortgage related products and any related financial issues, as well as with competitor products so that honest and fair comparisons can be made when requested
• Ensure all sales quality is completed and sent to the customer within timescales.
• Once mortgage application is received, dealing with any queries clients may have and maintaining contact with customers throughout whole process
• Provide clients with illustrations on Legal & General Building & Contents insurance, completing all necessary paperwork prior to dispatch and following up with client to check understanding.
• Being motivated and proactive in tracking sales targets and figures to ensure that all personal and team sales targets in mortgages, life protection and general insurance products are achieved
• Staying in touch with existing customers to ensure they are happy with their product and to maximise the chance of additional referrals.
• Comply with the company's quality standards including sales and credit quality policy and procedure

Knowledge / Skills Required:

• CeMap qualification (essential)
• Comprehensive understanding of mortgage advice regulations (MCOB)
• Minimum of 3 years advised sales experience with history of compliant sales quality
• Mortgage Sales/Advice experience within the Financial Services Sector
• Comprehensive knowledge of mortgage products
• Good knowledge of mortgage related insurance products and their purpose/relevance

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