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Home finance advisor (mortgage related products)

High Wycombe
Gatehouse Bank plc
Finance
Posted: 12 November
Offer description

Job Summary

As Home Finance Adviser, you'll provide customers (UK/Expat/International) with a full advice and recommendation service for Home Finance working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.


Please note - the position is office based with a Hybrid Working policy with flexibility to work from home up to 3 days a week.


Key responsibilities

* To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and Working within the agreed SLAs.
* 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, whilst ensuring that all finance applications are completed within policy and criteria.
* Generate telephone appointment activity in order to achieve new business goals, tracking potential customers and following up on enquiries.
* Recommend the most suitable product, term, and payment method to suit the customer’s needs, priorities, and circumstances.
* Development of existing customer relationships to ensure business retention and growth.


Senior Managers and Certification Regime

This role is in-scope of the Regulators’ Senior Manager and Certification Regime. As such the jobholder will be assessed and certified annually.

Your role as Home Finance Adviser is a certified function. You are therefore required to discharge the following governance responsibilities:


Regulatory status: Certified


Skills required

* Previous experience in a Mortgage advisory capacity ideally with broad Broker experience
* Experience within the specialist Mortgages sector.
* A detailed understanding of banking credit processes.
* Advanced understanding of Mortgage products
* CeMap qualified or equivalent.
* Hold a Competent Advisor status



About us

Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We offer personal and corporate savings products and finance for UK residential property, in addition to sourcing and advising on UK real estate investments.



Additional Details:

We offer a highly attractive reward package; the typical benefits include:

* 25 days holiday entitlement increasing with service
* Pension plan
* Private medical insurance
* Group dental insurance
* Income protection
* Life assurance
* Employee referral bonus



Gatehouse Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.


Please be advised that we have an appointed recruitment partner, The Curve Group, to manage our recruitment process and give candidates the best possible experience in pursuing a career with Gatehouse Bank. The personal details you have shared with us may be processed by The Curve Group on behalf of Gatehouse Bank.


The Curve Group is a Recruitment Services and Human Resources business with a mission to transform the working lives of the people and organisations we work with.


We collect and process your personal data for the purpose of providing recruitment and related HR services, in line with our legitimate business interests and legal obligations.

We will retain your data for two years from the last point of contact, after which it will be securely deleted unless you request otherwise.


For more details about how we handle your personal data and your rights, please see our full Privacy Policy: https://www.thecurvegroup.co.uk/privacy-policy/

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