Mortgage Advisor

Description

£28k-£30k, with OTE £50k - £60k PLUS

4 Day week (Hybrid)

Office based 2 days and home based 2 days (Hybrid)

Regular and High Quality Leads Provided

Working with a small, highly friendly and supportive team.

Are you an Experienced Mortgage Advisor looking for a fresh challenge?

Want to work a 4-day week during the week and chose your day off?

Want a huge Existing Client base to work from and fresh leads passed to you daily?

If so, there is a high chance this role is for you.

Our client are a highly reputable Mortgage Brokerage based within the Bolton area and are looking to add to the team a Hugry an dmotivated Mortgage & Protection Advisor

The vast majority of the clients will be dealt with over the phone.

Purpose of the role

To competently provide mortgage advice, to clients within FCA rules and our firm’s procedures.

Skills and knowledge

A relevant approved qualification.

Detailed knowledge of FCA and our firm’s record keeping requirements.

Responsibilities

General

Keep up-to-date with mortgage deals, products, technical or legislative changes within the marketplace.

Comply at all times with the Compliance and Training and Competence Procedures of the firm.

Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Conduct Rules.

Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Consumer Outcomes

Specific

Conduct meetings with new clients when required.

Gather sufficient client information and identify client needs.

Analyse information gathered and undertake sufficient research to make suitable mortgage recommendations.

Refer clients to protection advisor for protection reviews where appropriate.

Complete all supporting documentation in an accurate manner.

Attain and maintain competent status as defined by FCA and the firm.

Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.

If you meet the above criteria and want to be part of a highly successfully and friendly team and have the desire to earn big then please apply to be considered for interview

Ad ID: 5417230349