Overview
Mortgage Adviser (MA) role at HSBC. This branch-based position is located in Bolton, Victoria Square. You’ll collaborate with colleagues and customers in a friendly and welcoming environment to establish and grow our mortgage and protection business by providing professional advice to both new and existing customers. You’ll identify customer needs for mortgage and mortgage-related protection products and advice that best meet their requirements.
Responsibilities
* Provide an agile and flexible service to customers to meet their needs within their channel of choice.
* Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package tailored to their individual requirements.
* Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank, where their wider needs can be met.
* Proactively develop and strengthen customer relationships and, in doing so, responsibly generate new business.
* Apply the principles of Treating Customers Fairly to everything you do.
* Develop and build effective working relationships with key stakeholders within and outside of the immediate business area.
Requirements
* You must hold RO1 / CF1 and CF6 (or CeMAP or equivalent).
* Communicate confidently and professionally with customers.
* Be able to seek out and build on effective working relationships with key stakeholders within and outside of the immediate business area.
* Deliver satisfactory compliance and quality measures.
* Have experience of personally complying with business processes, rules, and regulations.
* Have a track record in the Mortgage and Lending environment.
* Flexible working with a working pattern to support operating hours of 9-5 Monday to Saturday.
This role is branch-based in Bolton, Victoria Square.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500
Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Finance and Sales
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