Mortgage Adviser
Job Summary
To provide customers with a full advice and recommendation service working in accordance with OUR clients values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.
Key responsibilities
* To source and progress Regulated and Non-Regulated home finance applications
* The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy
* Generate telephone appointment activity
* Recommend the most suitable product, term, and payment method to suit the customer’s needs, priorities, and circumstances
* Provide a high-quality service to customers in a compliant manner
Skills required
* Previous experience in a Home Finance advisory capacity
* Experience within the specialist Buy to Let Home Finance sector
* A detailed understanding of banking credit processes
* Proven ability to extract key financial information for individuals, partnerships, and companies
* Risk awareness
* Regulatory standards awareness
* Competent advisor status
Additional Details:
* 25 days holiday entitlement increasing with service
* Pension plan
* Private medical insurance
* Group dental insurance
* Income protection
* Life assurance
* Employee referral bonus