As a mortgage and protection adviser, youll provide expert advice and guidance to clients on mortgage options, protection plans. Through providing support to clients through their journey, you will help clients make informed decisions, that align financial goals and needs. DAY TO DAY: Meeting with clients to discuss their financial situation, home-ownership goals and protection needs Acting on leads supplied from a central operations centre Financial assessment, evaluating clients financial circumstances, to determine suitable mortgage and protection products Explaining various mortgage options and protection plans, Actively guiding clients through the mortgage application process, to ensure all necessary documentation is accurate Ensuring all transactions comply with relevant laws and regulations Stay up to date with market conditions, mortgage products and regulatory requirements, Ensure all advice and transactions are in line with TCF and Consumer Duty and FCA guidelines WE WOULD LOVE TO SEE: A deep understanding of the mortgage and protection industry A good financial acumen, a good understanding of financial regulations Advanced communication skills to include verbal and written communication skills A great customer service approach Strong analytical skills Ce-MAP qualifications AND FOR YOU: Medical insurance and private health, pension, life assurance, income protection Employee assistance programme, 33 days holiday including bank holidays Cycle to work scheme, discounted shopping
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