Aberdein Considine are looking for an experienced Mortgage Adviser to join our team in Aberdeen. The ideal candidate will provide whole of market mortgage and protection advice in a compliant manner as detailed in the firm’s compliance manual and procedures.. They will also ensure an outstanding client experience is delivered on every mortgage and protection case. The role will be based in Aberdeen however, 2 days a week will be based within our Stonehaven office.
GENERAL RESPONSIBILITIES:
* Complywith the Financial Services and Markets Act 2000 and the relevant FCArules at all times
* Adhereto the relevant compliance, TCF, T&C, financial crime (anti-moneylaundering, data security, anti-bribery, fraud and corruption) proceduresof the firm at all times
* Keepup to date with all relevant product, legislative and technical changes
* Contactpre-booked appointments and potential clients in accordance with thefirm’s business plan/supervisor’s guidance
KEY RESPONSIBILITIES:
* Ensuresufficient client information obtained and analyse information gathered
* Undertake sufficient product and market research and e nsure suitable recommendations are madeon mortgages and protection.
* Ensureall supporting documentation is maintained.
* Attainand maintain level of competence as required by the firm (CAS)
* Maintainall standards of performance as required by the firm
* Communicatingwith other professionals, such as estate agents, solicitors and valuers
* Ensure relevant CPD is maintained and recordedaccurately
Requirements
QUALIFICATIONS
* Full CEMAP(or equivalent)
Mortgage & Protection Adviser
Date Posted: 15/05/2024
Location: Aberdeen
Job Description
Position Type: Full time / Permanent
Aberdein Considine are looking for an experienced Mortgage Adviser to join our team in Aberdeen. The ideal candidate will provide whole of market mortgage and protection advice in a compliant manner as detailed in the firm’s compliance manual and procedures.. They will also ensure an outstanding client experience is delivered on every mortgage and protection case. The role will be based in Aberdeen however, 2 days a week will be based within our Stonehaven office.
GENERAL RESPONSIBILITIES:
* Complywith the Financial Services and Markets Act 2000 and the relevant FCArules at all times
* Adhereto the relevant compliance, TCF, T&C, financial crime (anti-moneylaundering, data security, anti-bribery, fraud and corruption) proceduresof the firm at all times
* Keepup to date with all relevant product, legislative and technical changes
* Contactpre-booked appointments and potential clients in accordance with thefirm’s business plan/supervisor’s guidance
KEY RESPONSIBILITIES:
* Ensuresufficient client information obtained and analyse information gathered
* Undertake sufficient product and market research and e nsure suitable recommendations are madeon mortgages and protection.
* Ensureall supporting documentation is maintained.
* Attainand maintain level of competence as required by the firm (CAS)
* Maintainall standards of performance as required by the firm
* Communicatingwith other professionals, such as estate agents, solicitors and valuers
* Ensure relevant CPD is maintained and recordedaccurately
Requirements
QUALIFICATIONS
Essential
* Full CEMAP(or equivalent)
SKILLS AND EXPERIENCE Essential
* Minimum 1year experience as a mortgage adviser
KNOWLEDGE Essential
* Wholeof market mortgage and protection experience
* Detailed knowledge and understanding ofcompliance procedures including record keeping requirements.
APTITUDES Essential
* Unquestionable work ethic
* A can, and will do, approach
* Be articulate with a high attentionto detail
* Excellent communication skills, inperson, by telephone and in written form
* Naturally organised and be able towork on your own as well as part of a team
OTHER Essential
* Ability and desire to travel toother offices in the Aberdeen and Aberdeenshire area (as per above will include 2 days at our Stonehaven office)
* Appointments are pre-qualified forthe adviser in this role
* Full administrative support isprovided and the role holder will have a dedicated Case Manager to workalongside them.
How Do I Apply?
Online: Application Form
Download: Application Form
E-mail: recruitment@acandco.com
Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN
#J-18808-Ljbffr