Mortgage and Protection Adviser
Chippenham
Monday - Friday - 37.5 hours a week
Salary is dependent on experience
We are currently recruiting for a Mortgage and Protection Advisor to join our client based in Chippenham.
Mortgage Sales
* Advise clients on the mortgage process by finding them the best deal.
* Actively take new leads by answering the phone and contacting Future Prospect’s
* Conduct a thorough first call and fact find with clients
* Ensure all technical jargon and choice explained to line in line with FCA regulation
* Research the Market Place for the best product for your client in accordance with their needs
* Give best advice on the most appropriate deal for the client
* Perform a recommendation (second) call with the client within 2-4 hours of first call
* Request documentation from the client in line with process
* Perform a full check that the documents are correct and abide by regulation and process
* Write, complete, and send suitability letter to client
* Actively chase all clients through to application
* Submit Mortgage Applications in a timely fashion
Protection Sales
1. Advise clients on Personal Protection requirements
2. Speak to all clients (source dependent) about Protection Cover
3. Give all clients ...